U.S. federal trademark · Serial No. 98117759 · Reg. No. 7472248
Financial portfolio management; Management of portfolios of fixed income investments; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes
Financial records management; Financial record-keeping for investment portfolios; Accounting services for investment managers; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.