U.S. federal trademark · Serial No. 97234416 · Reg. No. 7671930
Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.