U.S. federal trademark · Serial No. 98562038
Wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning and investment advisory services; Financial consulting; Management of portfolios comprising securities; Financial advice and consultancy services; Financial analysis and research services; Financial portfolio analysis services; Management of a capital investment fund; Financial information and advisory 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.