U.S. federal trademark · Serial No. 79064000 · Reg. No. 3689659
Financial management, namely, private wealth management services, discretionary asset management services; investment brokerage services, financial portfolio management, capital investment fund management services; financial broker and dealer services, namely, stock brokerage and bond brokerage; financial management, namely, institutional wealth management; mutual fund distribution; funds investment services, including, funds investment in private label funds, mutual funds, hedge funds, and private equity funds; capital investment consultation services; collective capital investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.