U.S. federal trademark · Serial No. 87603154 · Reg. No. TMA1080139
financial and investment services, namely, investment management, portfolio management, wealth management, asset management, mutual fund brokerage and management, discretionary investment management, private client investment management, investment counseling, institutional investment management, mutual fund dealing; providing information and research in the field of finance and financial investments; investment advice and analysis; financial services, namely, the development, brokerage, and management of investment funds; funds investment; investment of funds for others; fund investment consultation; financial advice and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.