U.S. federal trademark · Serial No. 98195125
Financial consultancy, advice, planning and management; Investment advisory services; Financial portfolio analysis services; Financial planning, namely, creating personalized financial strategies for families or family offices; Financial services, namely, wealth management services; Investment management; Financial asset and portfolio management; Financial services, namely, operation and management of investment funds; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, and investment consultation relating to hedge funds, exchange-traded funds (ETF) and mutual funds for others; Management of a capital investment fund; Mutual fund investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.