AdvisorOS Directory
Claim Profile
Unclaimed Profile
SB

Scott Edward Burg

BANGTAIL MANAGEMENT, LP·STEAMBOAT SPRINGS, Colorado
Series 7, Series 63BANGTAIL MANAGEMENT, LP
1195 BANGTAIL WAY, STEAMBOAT SPRINGS, CO 80487CRD# 5456846Firm CRD# 317395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Edward Burg · STEAMBOAT SPRINGS, CO
Registration
CRD #5456846 · BANGTAIL MANAGEMENT, LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
BANGTAIL MANAGEMENT, LP
CRD 317395 · SEC 801-123019
AUM
$157M
Regulatory assets under management
Employees
32
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

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

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
04

Frequently Asked Questions

What services does Scott Edward Burg offer?
Scott Edward Burg specializes in Retirement Planning. Contact their office in STEAMBOAT SPRINGS, Colorado for a consultation.
What are Scott Edward Burg's credentials?
Scott Edward Burg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Edward Burg located?
Scott Edward Burg 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 Scott Edward Burg charge for services?
Scott Edward Burg'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 at BANGTAIL MANAGEMENT, LP

Joseph Michael Schwab
STEAMBOAT SPRINGS, CO
Michael David Scheckman
STEAMBOAT SPRINGS, CO
Henry Lohmann Murray
STEAMBOAT SPRINGS, CO
Robert Scott Schwartz
STEAMBOAT SPRINGS, CO

More Advisors in STEAMBOAT SPRINGS, Colorado

Mark Alan Genereux
GENEREUX INVESTMENT MANAGEMENT, INC.·STEAMBOAT SPRINGS, CO
David Bruce Shepard
CALLAHAN CAPITAL MANAGEMENT INC·STEAMBOAT SPRINGS, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (528)GREENWOOD VILLAGE (163)BOULDER (93)COLORADO SPRINGS (87)ENGLEWOOD (48)CENTENNIAL (42)LITTLETON (33)FORT COLLINS (32)MONUMENT (25)LAKEWOOD (21)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile