U.S. federal trademark · Serial No. 85752374
Assistance in management of wealth, namely, providing financial advice for individuals; Assistance in management of personal wealth; Assistance in management of personal finances; Assistance and consultancy services in the field of money management for individuals; Assistance in management of money; Assistance in management of personal investments; Asset management services, namely, managing of wealth and money; Cash management; Financial consultation services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment service; Financial services, namely, wealth management services; Investment management; providing a website in the field of financial management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.