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 in 2025. The firm is classified as an investment bank and placement agent rather than a traditional asset manager: its ownership is listed as a combination of a domestic entity and an individual, and it is not identified as a capital allocator. The available information does not characterize the firm as an ESG-active investor, a multi-state adviser, a pension consultant, or a related adviser. The profile and classification point toward a business focused on placement or capital-raising activities for third-party managers rather than running discretionary client portfolios. The firm does not report the kinds of advisory activities, fee structures, or client segments that RIAs commonly disclose.

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

    AttorneyCRD 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