U.S. federal trademark · Serial No. 77951378 · Reg. No. 3946823
Financial management; Financial planning; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Investment consultation; Investment management; Investment of funds for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.