Matthew
Figueroa
Pinnacle Peak Private Client Group, LLC
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About this Advisor
Matthew Figueroa is a financial advisor who works in Scottsdale, Arizona with a total of 7 years of relevant experience. Figueroa is currently employed by Pinnacle Peak Private Client Group, LLC. Throughout their career, Figueroa has worked at Ameriprise Financial Services, Inc, Bcg Securities, Inc, Purshe Kaplan Sterling Investments and Pinnacle Peak Private Client Group. Figueroa maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona and Texas. Pinnacle Peak Private Client Group, LLC is a registered investment company based out of Scottsdale, AZ. The firm has a total of six financial advisors. It oversees $262 million in assets across its 1,077 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,077 client accounts, 15% belong to high-net-worth investors who have more than $1 million in assets. Pinnacle Peak Private Client Group, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely are based on which services the firm provides the client. However, fees billed by Pinnacle Peak Private Client Group, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Peak Private Client Group, LLC Brokerage Details
$261,470,891
6
1,077
$242,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Matthew Figueroa Work History
Matthew has been registered as a financial advisor for 7 years.*
Purshe Kaplan Sterling Investments
Pinnacle Peak Private Client Group
Bcg Securities, Inc
Purshe Kaplan Sterling Investments
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Figueroa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinnacle Peak Private Client Group, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Roswell, GA
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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