U.S. federal trademark · Serial No. 97630901
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial management; Financial services, namely, wealth management services; Financial asset management; Financial portfolio management; Financial risk management; Financial risk management consultation; Holding company services performed for third parties, namely, investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.