U.S. federal trademark · Serial No. 97032608 · Reg. No. 7028661
Investment of funds; investment advisory services in connection with exchange-traded funds, wealth management, mutual funds, private equity funds, and publicly-traded funds; financial services, namely, management of exchange traded funds and securities; wealth management services; financial management in the field of investment portfolios design
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.