U.S. federal trademark · Serial No. 99412930
Financial wealth management services
Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.