First Securities Northwest, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Milwaukie, Oregon
CRD number
14627
Registered since
August 1, 1984

Firm profile

FINTRX

Overview

First Securities Northwest, Inc. is organized as a corporation and has been registered with the SEC since 1984. Public data classifies ownership as individual, indicating private ownership rather than a dealer or institutional parent. The firm's regulatory profile is sparse: it is marked as an unclassified adviser and is not identified as a capital allocator, multi-state adviser, pension consultant, related adviser, or a newly formed adviser. It is also flagged as not being an active ESG investor. The available records do not specify the firm's service lines, fee schedules, or target client segments. That limited disclosure makes it difficult to characterize their client-facing business model or investment process from the dataset provided.

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
  • Gregory Lutz

    Executive Vice President, DirectorCRD 709142

  • James Duyck

    Stock BrokerCRD 2099343

  • Ben Johnson

    Ben Johnson

    OwnerCRD 803318

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth