ASSETMARK ADVISOR MANAGED PORTFOLIOS Trademark

Serial Number: 90550190 • Registration: 6614414

ASSETMARK ADVISOR MANAGED PORTFOLIOS is a trademark filed by ASSETMARK, INC. on February 26, 2021. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Trademark Classes

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

ASSETMARK, INC. (84 trademarks)

1655 Grant Street, 10th Floor
Concord, CA 94520

Entity Type: 03

Legal Representation

Attorney of Record

Sharoni S. Finkelstein

741 trademarks filed View all →

Trademark Details

Filing Date

February 26, 2021

Registration Date

January 11, 2022

First Use Anywhere

August 13, 2020

First Use in Commerce

August 13, 2020

Published for Opposition

October 26, 2021

Goods & Services

Providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies