HILLWORTH BANK PARTNERS
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 307454
- Registered since
- January 4, 2022
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7ROBERT EDELMAN
PresidentCRD 1552554
KRISTY JOHNSON
FinOpCRD 4470948
ROBERT LOCKE
Managing PartnerCRD 4852411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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