Blue Quartz Investments

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Tacoma, Washington
CRD number
326116
Registered since
June 24, 2025

Firm profile

FINTRX

Overview

Blue Quartz Investments is organized as a limited liability company and is registered with the SEC (registration year listed as 2025). The firm is classified functionally as an investment bank and placement agent rather than a traditional advisory or asset-managing RIA. Ownership is recorded as a mix of a domestic entity and an individual. Public filings and the snapshot data portray Blue Quartz Investments primarily as an intermediary: it is not identified as a capital allocator, is not active on ESG mandates, and is not flagged as a multi-state adviser, pension consultant, or related adviser. Several typical advisory fields (client base, fee structure, and advisory activities) are not populated in the available data.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Christine Drusch

    Christine Drusch

    Chief Compliance OfficerCRD 1351690

Contacts

3 of 3
  • Daniel Legaye

    Daniel Legaye

    FinOpCRD 1055035

  • Burak Over

    Registered RepresentativeCRD 7779336

  • Ozgu Tokgoz

    Ozgu Tokgoz

    Registered RepresentativeCRD 4956141

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tacoma, WA

Pierce

Location

Tacoma, WA

Headquartered in Tacoma, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
Pierce
Address
6424 Dash Point Blvd Ne
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth