U.S. federal trademark · Serial No. 97098959
Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth management success; Financial planning and investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment advisory services; Investment management; Investment of funds for others in the fields of private investment opportunities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.