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FIRM PROFILE
Overview
BOURSA INVESTMENTS is located at 3130 Bonita Rd Apt 206, Chula Vista, CA 91910 and was first established at Los Angeles, Delaware in 11/10/2009. After operating for 16 years, BOURSA INVESTMENTS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BOURSA INVESTMENTS’s clients are individuals and 0% of their clients are high net worth individuals. BOURSA INVESTMENTS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BOURSA INVESTMENTS are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BOURSA INVESTMENTS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BOURSA INVESTMENTS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BOURSA INVESTMENTS Comes From
Understanding the Statistics for BOURSA INVESTMENTS and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
3130 Bonita Rd Apt 206, Chula Vista, CA 91910
3130 Bonita Rd Apt 206, Chula Vista, CA 91910
Small
(619) 756-6949
Delaware since 11/10/2009
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| HERNANDEZ, LEOVINO | OWNER | 5758783 | |
| KATHLEEN MARY DOLAN DE NAVARRO, AS TRUSTEE OF THE BYPASS TRUST CREATED UNDER THE NAVARRO FAMILY TRUST DATED MARCH 6,1998. | OWNER | ||
| MONDRAGON, JOSE | CEO | 2521391 | |
| MONDRAGON, JUAN TISNADO | SECRETARY | 5079610 | |
| VILLAGOMEZ, CARLOS FERNANDO | OWNER | 5022389 | |
| MONDRAGON, JAIME | OWNER | 5758779 | |
| BACHE, ALEJANDRA | CHIEF COMPLIANCE OFFICER, AMLCO PRIMARY | 5170457 | |
| CASTANEDA, JAMES PETER | FINOP | 5984310 | |
| DOLAN, KATHLEEN MARY | TRUSTEE | 7112807 |
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Advisor's working at BOURSA INVESTMENTS
James Peter Castaneda
Juan Tisnado Mondragon
Alejandra Bache
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