First Securities Northwest, Inc.
Firm details
- Headquarters
- Milwaukie, Oregon
- CRD number
- 14627
- Registered since
- August 1, 1984
Firm profile
FINTRXOverview
First Securities Northwest, Inc. is organized as a corporation and is recorded as an SEC-registered investment adviser since 1984. Ownership is held by an individual and the firm is listed as "unclassified" in available records. The firm's filings indicate it does not act as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. It is also not designated as a newly formed adviser, pension consultant, or related adviser. The public dataset for the firm provides minimal operational detail: no fee schedules, client segment descriptions, or explicit advisory activities are disclosed in the material provided here.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Gregory Lutz
Executive Vice President, DirectorCRD 709142

Ben Johnson
OwnerCRD 803318
James Duyck
Stock BrokerCRD 2099343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milwaukie, OR
Clackamas
Location
Milwaukie, OR
Headquartered in Milwaukie, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 18824 Se Mildred St
- Time zone
- PT (UTC-8)
- Office locations
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