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 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

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

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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