U.S. federal trademark · Serial No. 90232524 · Reg. No. 6605249
Banking and financing services; Financial advisory and consultancy services, namely, wealth management, financial portfolio management, investment management, investment consultation, investment planning, financial planning, financial evaluation, financial analysis, financial forecasting, financial advice, and financial research; Financial risk management services; Financial risk management consultation; Debt management services; Debt management consultation; Insurance consultation for wealth management and wealth preservation; Investment banking services; Management of private equity funds
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.