U.S. federal trademark · Serial No. 87149152 · Reg. No. TMA981973
financial services, namely, investment management, financial portfolio management, financial wealth management, financial asset management, financial investment counseling, mutual fund brokerage and management, pooled investment fund brokerage and management, segregated investment fund brokerage and management, discretionary investment management, private client investment management, institutional investment management and mutual fund brokerage, and investment diversification services in the nature of investment management for the purposes of portfolio diversification
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.