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 registered with the SEC (registration year listed as 2022). The firm's ownership is identified as a combination of a domestic entity and an individual. Publicly available descriptors classify the adviser as unclassified; it does not report itself as a capital allocator, nor does it identify as an active ESG investor. Other business and advisory activity details were not provided in the source data.

Assets & Accounts

Investments & Alternatives

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
  • Kristy Johnson

    Kristy Johnson

    FinOpCRD 4470948

  • Robert Edelman

    Robert Edelman

    PresidentCRD 1552554

  • Thomas Mecredy

    Thomas Mecredy

    Managing DirectorCRD 2571042

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth