AdvisorOS Directory
Claim Profile
JS

Joseph Michael Schwab

BANGTAIL MANAGEMENT, LP·STEAMBOAT SPRINGS, Colorado
Unclaimed Profile
1195 BANGTAIL WAY, STEAMBOAT SPRINGS, CO 80487CRD# 2527512Firm CRD# 317395
01

About

Joseph Michael Schwab is a registered financial advisor based in STEAMBOAT SPRINGS, Colorado, affiliated with BANGTAIL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BANGTAIL MANAGEMENT, LP
BANGTAIL MANAGEMENT, LP
AUM
$157M
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at BANGTAIL MANAGEMENT, LP →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2527512
Firm CRD# 317395
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STEAMBOAT SPRINGS?

Browse all registered financial advisors in STEAMBOAT SPRINGS, Colorado or claim this profile if it's yours.

Browse STEAMBOAT SPRINGS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joseph Michael Schwab offer?
Joseph Michael Schwab specializes in Retirement Planning. Contact their office in STEAMBOAT SPRINGS, Colorado for a consultation.
What are Joseph Michael Schwab's credentials?
Joseph Michael Schwab is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Michael Schwab located?
Joseph Michael Schwab is based in STEAMBOAT SPRINGS, Colorado, working with BANGTAIL MANAGEMENT, LP. Their office serves clients in the STEAMBOAT SPRINGS metropolitan area and surrounding communities.
How does Joseph Michael Schwab charge for services?
Joseph Michael Schwab's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANGTAIL MANAGEMENT, LP?
BANGTAIL MANAGEMENT, LP has approximately 32 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in STEAMBOAT SPRINGS
Michael David Scheckman — BANGTAIL MANAGEMENT, LPStephen Ricardo Paoli — BANGTAIL MANAGEMENT, LPRobert Scott Schwartz — BANGTAIL MANAGEMENT, LPScott Edward Burg — BANGTAIL MANAGEMENT, LPBradley Willis Craig — BANGTAIL MANAGEMENT, LP
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile