Boursa Investments

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
8
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 appears on SEC adviser records with an initial registration year of 2011. The FINTRX entry classifies ownership as a combination of a domestic entity and an individual and lists the firm as unclassified for other internal categories. The record contains minimal public detail about the firm’s advisory or business activities. The firm is not marked as an active ESG investor, is not flagged as a multi-state adviser, and is not listed as a pension consultant, related adviser, or capital allocator. Those flags, together with the sparse profile, make it difficult to infer a clear client focus or investment positioning from the available record.

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
  • Alejandra Bache

    Chief Compliance OfficerCRD 5170457

  • Juan Mondragon

    Juan Mondragon

    Chief Operating OfficerCRD 5079610

  • Jose Mondragon

    President, CEOCRD 2521391

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Contacts

3 of 4
  • Carlos Fernando Villagomez

    ChairmanCRD 5022389

  • Leovino Hernandez

    DirectorCRD 5758783

  • 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, 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth