U.S. federal trademark · Serial No. 90406838 · Reg. No. 7561754
Financial services, namely, investment management services offered directly to individuals, high net worth individuals, pension plans, profit-sharing plans, corporations, and charitable organizations; financial advisory services and portfolio management services offered directly to individuals, high net worth individuals, pension plans, profit-sharing plans, corporations, and charitable organizations; and investment consulting services offered directly to individuals, high net worth individuals, pension plans, profit-sharing plans, corporations, and charitable organizations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.