Boursa Investments

Broker-DealerFINRA MemberEst. 2011
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Chula Vista, California
CRD number
152516
Registered since
February 8, 2011

Firm profile

FINTRX

Overview

Boursa Investments is organized as a corporation and is recorded as an SEC-registered adviser since 2011. The ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as “Unclassified” and flags that it is not a capital allocator, not active on ESG investing, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. Core business activities, client types, fee schedule and specific advisory services are not provided in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Jose Mondragon

    President, CEOCRD 2521391

  • Juan Mondragon

    Juan Mondragon

    Chief Operating OfficerCRD 5079610

  • Alejandra Bache

    Chief Compliance OfficerCRD 5170457

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Contacts

3 of 5
  • Leovino Hernandez

    DirectorCRD 5758783

  • Carlos Fernando Villagomez

    ChairmanCRD 5022389

  • Jaime Mondragon

    Financial ManagerCRD 5758779

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chula Vista, CA

San Diego

Location

Chula Vista, CA

Headquartered in Chula Vista, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
3130 Bonita Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth