First Securities Northwest, Inc.

Broker-DealerFINRA Member
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 with individual ownership. Publicly available profiles disclose very little about the firm's business model or client focus; FINTRX classifies the firm as "Unclassified" and provides no detail on advisory activities, fee schedule, or target client types. The data indicates the firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Those negative designations, together with the lack of disclosed advisory or investment activity, suggest a very limited public footprint rather than a detailed operating profile. The listing shows two office locations, but no addresses or regional details are provided. There are no reported figures for assets under management, client counts, or public holdings in the available profile.

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

  • Ben Johnson

    Ben Johnson

    OwnerCRD 803318

  • James Duyck

    Stock BrokerCRD 2099343

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth