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 individually owned. The firm has been SEC-registered since 1984 and is classified in the dataset as "unclassified." It is not identified as a capital allocator and does not report active ESG investing. FINTRX marks the firm as not operating as a multi-state adviser, not newly formed, not a pension consultant, and having no related adviser affiliation. FINTRX does not provide detailed descriptions of the firm's advisory activities, fee structure, or client segments in the available record.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth