U.S. federal trademark · Serial No. 98838047 · Reg. No. 8123250
Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Estate trust planning; Financial trust planning; all of the aforesaid excluding capital and strategic assistance to for profit company clientele, public pension plans, public universities, government agencies and public benefit corporations, non-profit associations representing public employees, and similar not-for profit organizations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.