HILLWORTH BANK PARTNERS

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
7
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 appears in SEC records with a 2022 registration date. Ownership is recorded as a mix of a domestic entity and an individual. The firm's regulatory snapshot classifies it as "unclassified" and it does not identify itself as a capital allocator. Available disclosures indicate Hillworth Bank Partners does not describe itself as an active ESG investor and is not listed as a multistate adviser. Other elements of its business profile—fee schedule, client segments, specific advisory activities and product lineup—were not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • ROBERT EDELMAN

    PresidentCRD 1552554

  • KRISTY JOHNSON

    FinOpCRD 4470948

  • ROBERT LOCKE

    Managing PartnerCRD 4852411

Unlock 4 more contacts

Wealth teams

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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