U.S. federal trademark · Serial No. 97806636 · Reg. No. 7647389
Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features, in order to seamlessly attract new clients, connect planning goals to investment strategies, and ultimately help achieve each investor's unique definition of financial success
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.