BOURSA INVESTMENTS
Firm details
- Headquarters
- CHULA VISTA, California
- CRD number
- 152516
- Registered since
- February 8, 2011
- Website
- www.boursaia.com
Firm profile
FINTRXOverview
Boursa Investments is a corporation that has been registered with the SEC since 2011. Public registration fields list ownership as a combination of a domestic entity and an individual and show the firm's regulatory classification as unclassified. The firm's registration indicates it does not serve as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Registration filings supplied here do not specify the firm's client types, fee schedule, advisory activities, or business lines, so material details about target clients and investment strategies are not publicly visible in this extract.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4ALEJANDRA BACHE
Chief Compliance OfficerCRD 5170457
JUAN MONDRAGON
Chief Operating OfficerCRD 5079610
JOSE MONDRAGON
President, CEOCRD 2521391
Contacts
3 of 4CARLOS FERNANDO VILLAGOMEZ
ChairmanCRD 5022389
LEOVINO HERNANDEZ
DirectorCRD 5758783
JAIME MONDRAGON
Financial ManagerCRD 5758779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHULA VISTA, CA
SAN DIEGO
Location
CHULA VISTA, CA
Headquartered in CHULA VISTA, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 3130 Bonita Rd
- Time zone
- PT (UTC-8)
- Office locations
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