U.S. federal trademark · Serial No. 99101437 · Reg. No. 8022107
Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Providing information in the field of wealth management for wealthy individuals or families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.