Unclaimed Profile

Joseph Michael Schwab

BANGTAIL MANAGEMENT, LP·STEAMBOAT SPRINGS, Colorado

BANGTAIL 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

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BANGTAIL MANAGEMENT, LP

AUM

$157M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BANGTAIL MANAGEMENT, LP →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2527512

Firm CRD# 317395

View on FINRA BrokerCheck →

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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.

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