Blue Quartz Investments

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
3
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 listed as an SEC-registered investment adviser with a registration year of 2025. The firm's ownership is noted as a combination of a domestic entity and an individual. Regulatory and classification fields in the available snapshot are not specific about the firm's strategy or client focus—the firm is labeled "Unclassified." The registry data flags several negative indicators: Blue Quartz is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. Those entries, together with the sparse public disclosures, suggest limited public-facing activity or a practice that has not yet established a documented investment footprint.

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

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