U.S. federal trademark · Serial No. 97666513
Business advisory services; business services, namely, asset management services
Capital investment services; Financial investment services, namely, asset acquisition, consultation, development and management services; Providing venture capital, development capital, private equity and investment funding; Financial affairs and monetary affairs, namely, financial information, management and analysis services; financial services, namely, financial advisory, consultancy, research, and information services; investment services, namely, investment advisory services, investment risk assessment services, real estate investment services, financial investment brokerage services, capital investment services, investment banking services, financial portfolio management services; Family office services, namely, financial and investment management; Wealth management; Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services; Family office services, namely, providing information in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.