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 registered with the SEC and organized as a corporation. The firm has been SEC-registered since 2011 and is owned by a mix of a domestic entity and an individual. FINTRX classifies the adviser as unclassified and indicates it is not a multi-state adviser, not newly formed, and not a pension consultant. The dataset also notes that Boursa Investments is not identified as an active ESG investor and is not a capital allocator or related adviser.
Assets & Accounts
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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