U.S. federal trademark · Serial No. 85776820 · Reg. No. 4361335
Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.