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 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
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
James Duyck
Stock BrokerCRD 2099343

Ben Johnson
OwnerCRD 803318
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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