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 as of 2025. FINTRX classifies the firm as operating more like an investment bank and placement agent rather than as a traditional capital allocator; the dataset also indicates the firm does not identify as a capital allocator. Ownership is recorded as a mix of a domestic entity and an individual. The record notes several negative flags: Blue Quartz is not described as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Other typical advisory details (client types, fee schedules, specific advisory or business activities) were not provided in the source material.

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

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