Hillworth Bank Partners

Broker-DealerFINRA Member
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. FINTRX records its ownership as a combination of a domestic entity and an individual and does not place the firm into a defined advisory classification. The snapshot flags that the firm does not serve as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Several typical profile fields in the FINTRX snapshot—fee structure, client base, business activities, and advisory activities—are not populated, which limits visibility into the firm’s target clients, compensation model, and day-to-day advisory role.

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
  • Kristy Johnson

    Kristy Johnson

    FinOpCRD 4470948

  • Robert Edelman

    Robert Edelman

    PresidentCRD 1552554

  • Thomas Mecredy

    Thomas Mecredy

    Managing DirectorCRD 2571042

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth