U.S. federal trademark · Serial No. 98323631 · Reg. No. 7569939
Financial planning and investment advisory 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; Investment management in the fields of portfolio construction and management for clients with varying allocations to cash, bonds, exchange traded funds, fixed income, mutual funds, public equities, structured products and alternative investments.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.