U.S. federal trademark · Serial No. 98065258 · Reg. No. 7539299
Preparation of financial reports for others, namely, provision of consolidated reports concerning investment performance
Investment advisory services; financial services, namely, wealth management services and family office wealth and investment management services for wealthy families; financial portfolio management; financial risk management; investment management; financial asset management; financial planning; investment advice; investment consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.