U.S. federal trademark · Serial No. 85396677 · Reg. No. 4392852
Financial advisory and consultancy services, namely, a total portfolio offering, namely, financial planning, investment management and investment planning for high net worth clients, namely, individuals and families consisting of both separate accounts and mutual funds for equity and fixed income investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.