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Managing Director · Pinnacle Peak Private Client Group, LLC

Matthew J. Figueroa

CRD 3121253 · Named on Form ADV at one SEC-registered adviser

At a glance

Pinnacle Peak Private Client Group, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $481 million in regulatory assets, lists Matthew J. Figueroa on its Form ADV as Managing Director, a control person.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brian P. JackPartner, Managing Director and Chief Compliance Officer, Pinnacle Peak Private Client Group, LLC
  • Teresa FloresOperations Manager, Pinnacle Peak Private Client Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.