U.S. federal trademark · Serial No. 99838535
Financial wealth management services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Strategic corporate financial advisory services; Investment management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.