ASSETTREE Trademark
Serial Number: 99217625 • Registration: 8174317
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
AssetTree, LLC
2932 Pinehurst Avenue
Belleair Bluffs, FL 33770-1726
United States
Trademark Details
Filing Date
June 4, 2025
Registration Date
March 17, 2026
First Use Anywhere
December 1, 2024
First Use in Commerce
January 1, 2025
Published for Opposition
January 27, 2026
Goods & Services
Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting and advising in the field of mergers and acquisitions; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of wealth management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Investment advisory services; Real estate investment trust advisory services; Family office investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
