Hillworth Bank Partners

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
307454
Registered since
January 4, 2022

Firm profile

FINTRX

Overview

Hillworth Bank Partners is organized as a limited liability company and is SEC-registered (registration year 2022). Publicly available records classify the firm as "unclassified" and identify its ownership as a combination of a domestic entity and an individual. 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, or related adviser. The firm has not provided detail about its advisory activities, client segments, fee schedules, or business lines in the source data. Likewise, disclosures about affiliations and specific service offerings are not available in the materials reviewed.

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 8
  • Fabian Pallares

    Fabian Pallares

    Investment Banking AnalystCRD 7706643

  • Robert Edelman

    Robert Edelman

    PresidentCRD 1552554

  • Kristy Johnson

    Kristy Johnson

    FinOpCRD 4470948

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
3307 Northland Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth