U.S. federal trademark · Serial No. 86820798
private wealth management services; asset management services; investment brokerage services; financial portfolio management; financial management, namely, institutional wealth management; financial planning and investment services; financial analysis and consultation; financial portfolio management; securities funds financial management, namely, providing a range of managed funds in alternative investments; investment advisory services; asset-based financing services; financial services, namely, investment fund transfer and transaction services; management of alternative investment strategies and alternative investment vehicles and products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.