U.S. federal trademark · Serial No. 97772782 · Reg. No. 8513745
Business management advice; Business records management; Tax consultation; Tax advisory services; market research and business analyses; Market analysis
Estate planning; estate trust management; Financial asset management; Financial portfolio management; Financial risk management; Financial trust planning; Financial trust administration; Financial advice; Financial analysis; Financial planning; Investment advisory services; Investment consultancy; Investment management; Monetary strategy consultation and research; Financial services, namely, wealth management services; impact and socially responsible investing of funds for others in the fields of venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; environmental, social and governance investing of funds for others in the fields of venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; trustee services; Real estate investment services; real estate funds investment services; Financial and investment services, namely, management in the fields of stocks, bonds and other securities, and the investment of funds of others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.