U.S. federal trademark · Serial No. 86027700 · Reg. No. 4546658
Financial analysis, planning, forecasting, due diligence and consultation services; Investment advisory and investment management services; Investment performance reporting services; Financial risk management services and asset protection consulting services; Estate planning advisory and implementation services; Philanthropic advisory and implementation services; Wealth management advisory and implementation services; Financial information provided by electronic means in the field of investments
Tax advisory and tax consultation services; Business management consulting services and accounting services for high net worth clients
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.