HARRIS ASSOCIATES PRIVATE WEALTH MANAGEMENT Trademark

Serial Number: 97071133

HARRIS ASSOCIATES PRIVATE WEALTH MANAGEMENT is a trademark filed by HARRIS ASSOCIATES L.P. on October 12, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

HARRIS ASSOCIATES L.P. (11 trademarks)

Suite 4600
Chicago, IL 60606

Entity Type: 13

Legal Representation

Attorney of Record

Carole R. Klein

784 trademarks filed View all →

Trademark Details

Filing Date

October 12, 2021

Registration Date

Not Registered

First Use Anywhere

October 11, 2021

First Use in Commerce

October 11, 2021

Goods & Services

Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients, families, and institutional investors, consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of securities portfolios