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CRD#: 307454
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

HILLWORTH BANK PARTNERS is located at 3307 Northland Drive, Suite 300, Austin, TX 78731 and was first established at Dallas, Delaware in 01/21/2020. After operating for 5 years, HILLWORTH BANK PARTNERS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of HILLWORTH BANK PARTNERS’s clients are individuals and 0% of their clients are high net worth individuals. HILLWORTH BANK PARTNERS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at HILLWORTH BANK PARTNERS are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access HILLWORTH BANK PARTNERS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at HILLWORTH BANK PARTNERS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for HILLWORTH BANK PARTNERS Comes From

Understanding the Statistics for HILLWORTH BANK PARTNERS and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
3307 Northland Drive, Suite 300, Austin, TX 78731
Mailing Address
3307 Northland Drive, Suite 300, Austin, TX 78731
Firm Size
Small
Phone Number
(512) 575-2266
Established
Delaware since 01/21/2020
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
HILLWORTH HOLDINGS, LLCMEMBER/OWNER
JOHNSON, KRISTY KAYFINOP/CFO4470948
LOCKE, ROBERT CLARKPRESIDENT/CCO4852411
MORTON, JOSEPH TANDYPRINCIPAL5292553

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at HILLWORTH BANK PARTNERS

JM

Joseph Tandy Morton

Joe Morton
RR
CRD#: 5292553
Location:
Austin, TX 78731
Company:
HILLWORTH BANK PARTNERS
Disclosures:
Experience:
18 years
View Profile
SD

Sean Robert Durkin

RR
CRD#: 7618327
Location:
Austin, TX 78731
Company:
HILLWORTH BANK PARTNERS
Disclosures:
Experience:
3 years
View Profile
JP

Jon Michael Plasek

RR
CRD#: 6117897
Location:
Austin, TX 78731
Company:
HILLWORTH BANK PARTNERS
Disclosures:
Experience:
10 years
View Profile
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