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 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
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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