Unclaimed Profile

Joseph Michael Schwab

BANGTAIL MANAGEMENT, LP·STEAMBOAT SPRINGS, Colorado

Series 7, Series 66Clean record21 years registeredBANGTAIL MANAGEMENT, LP

1195 BANGTAIL WAY, STEAMBOAT SPRINGS, CO 80487CRD# 2527512Firm CRD# 317395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Michael Schwab · STEAMBOAT SPRINGS, CO

Registration

CRD #2527512 · BANGTAIL MANAGEMENT, LP · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANGTAIL MANAGEMENT, LP

DEER PARK ROAD MANAGEMENT COMPANY, LP

Jan 2015 – Dec 2025

STEAMBOAT SPRINGS, CO

SUMMIT PORTFOLIO ADVISORS, LLC

Mar 2005 – Oct 2013

STEAMBOAT SPRINGS, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 29, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANGTAIL MANAGEMENT, LP

CRD 317395 · SEC 801-123019

AUM

$157M

Regulatory assets under management

Employees

1 client accounts

Services offered by BANGTAIL MANAGEMENT, LP

Per Form ADV

Pension consulting

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BANGTAIL MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Joseph Michael Schwab offer?

Joseph Michael Schwab specializes in Retirement Planning.

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, last registered with BANGTAIL MANAGEMENT, LP.

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.

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