U.S. federal trademark · Serial No. 99390743 · Reg. No. 8351354
Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial consulting; Financial management; Financial portfolio management; Financial analysis and consultation; Financial portfolio analysis services; Investment advisory services; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Providing information regarding financial investment strategies; Financial risk management consultation; Investment risk assessment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Private equity fund investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.