U.S. federal trademark · Serial No. 86834064 · Reg. No. 5088229
Financial management; financial asset management; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial portfolio management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment advisory services; investment advisory services for which clients pay an asset-based fee for investment selection, asset allocation, trading and rebalancing, custody of securities, and account reporting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.