U.S. federal trademark · Serial No. 98017368 · Reg. No. 7531979
Financial management in the field of investment portfolios; Financial portfolio management; Investment advisory services; Investment banking services; Investment management; Providing financial information
Software as a service (SAAS) services featuring software for investing portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.