U.S. federal trademark · Serial No. 98726752 · Reg. No. 7980864
Financial consulting in the fields of finance, investment, financial asset management, wealth management, retirement planning, budget planning, and insurance; Financial consulting services for professionals in the fields of finance, investment, financial asset management, wealth management, retirement planning, budget planning, and insurance; Developing, providing, and managing investment funds; Consulting and advice regarding investments and investment funds; Financial advisory services; Investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.