U.S. federal trademark · Serial No. 99078301 · Reg. No. 8083648
Software as a service (SAAS) services, namely, hosting software for use by investment advisors and other investors to analyze and construct financial portfolios
Investment consulting and advisory services to investment advisors and other investors in the field of analysis and construction of financial portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.