U.S. federal trademark · Serial No. 87920018
Providing business information to financial investors in the field of finance, money management, investments, and investment planning
Private and business banking services, wealth management services, residential and commercial lending services, trust services, namely, investment and trust company services; financial services, namely, wealth management services; financial portfolio management; financial information processing services, namely, monitoring current and historic values of portfolio assets, income and liabilities; financial information reporting services, namely, generating periodic and real-time reports of financial performance of individual portfolio assets, performance of specific asset classes, aggregated portfolio performance and net worth; financial performance and valuation information provided by electronic means
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.