U.S. federal trademark · Serial No. 87317896 · Reg. No. 5294767
Tax and taxation planning, advice, information and consultancy services
Financial services, namely, investment research, advisory, consultancy, and supervisory services; investment research, advisory, consultancy and supervisory services with special emphasis upon value and small-cap investing; financial planning services; financial planning services regarding employee benefits, insurance consultancy, financial risk, and budget planning; fiduciary compliance consultancy, namely, consulting in the field of federal securities regulations governing investment advisory activities; fiduciary consultancy services for financial trust and estate advisory and administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.