U.S. federal trademark · Serial No. 99267886
Investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial management in the field of operation of exchange-traded funds (ETFs); providing investment strategies involving publicly traded securities and founder-led companies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.