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Matthew William Rosborough

Assetmark, Inc.

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About Matthew William Rosborough

Matthew Rosborough is a financial advisor with Assetmark, Inc., with over 20 years of experience in the financial services industry. Matthew has held various positions at prominent firms, including Vision 4 Fund Distributors, AIG Capital Services, Inc., Advisors Asset Management, Inc., and Van Kampen Funds Inc.. Matthew is registered to provide investment advisory services in Illinois. In addition to his experience, Matthew is also a Series 6, 7, 63 and 65 licensed representative.

Firm Information

Matthew Rosborough is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Rosborough’s Registration & Firm History

CA

12/17/2021 - Present

Assetmark, Inc. (CONCORD CA)

AZ

08/05/2020 - 08/11/2021

VISION 4 FUND DISTRIBUTORS (SCOTTSDALE AZ)

NJ

04/29/2010 - 09/20/2019

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

CO

02/04/2009 - 05/10/2010

ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)

TX

01/27/2003 - 02/17/2009

VAN KAMPEN FUNDS INC. (HOUSTON TX)

IL

04/15/2002 - 01/31/2003

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

TX

12/04/2000 - 03/26/2002

VAN KAMPEN FUNDS INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 02/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2003

Series 7 - General Securities Representative Examination

BC

Issued 12/01/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew William Rosborough.
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