U.S. federal trademark · Serial No. 98063156 · Reg. No. 7439969
Financial advice relating to tax; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment management; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Monitoring financial markets for investment purposes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.