Serial Number
88875451
Owner
ASSETMARK, INC.Attorney
Sharoni S. FinkelsteinFirst Use Date
Mar 10, 2021
Filing Date
Apr 16, 2020
ASSETMARK INSTITUTIONAL Trademark
Serial Number: 88875451 • Registration: 6732371
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
April 16, 2020
Registration Date
May 24, 2022
First Use Anywhere
March 10, 2021
First Use in Commerce
March 10, 2021
Published for Opposition
January 5, 2021
Goods & Services
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation
Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning
