U.S. federal trademark · Serial No. 86384264 · Reg. No. 5538024
Establishing mutual funds for others; Financial advice; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial information and advisory services; Financial investment analysis and stock research; Financial portfolio management; Financial risk management; Financial services, namely, wealth management services; Investment advice; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.