U.S. federal trademark · Serial No. 98243953
Wealth management services; investment funds management; private equity funds management; Financial portfolio management; Financial trust planning and management services; Real estate investment management services; estate planning and estate trust management services; Financial retirement planning services; Financial research, analysis, consultation, and information services; Financial investment services in hedge funds, private equity funds, mutual funds, exchange traded funds, wrap fee programs, separate accounts, stocks, bonds, commodities, and derivatives, and limited partnerships
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.