Serial Number
50058399
Owner
Optimal Tax Asset Management, Inc.Attorney
Delfina S. HomenFiling Date
Aug 18, 2026
OPTIMAL TAX ASSET MANAGEMENT Trademark
Serial Number: 50058399
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Owner Contact Info
Legal Representation
Correspondence Address
Delfina S. Homen Miller Nash LLP
1140 SW Washington St., Ste. 700
Portland, OR 97205
United States
Trademark Details
Filing Date
August 18, 2026
Registration Date
Not Registered
Goods & Services
Downloadable software for calculating and generating reports showing capital gains tax savings achieved through the use of exchange-traded funds; downloadable documents, namely, customizable reports in the field of capital gains tax savings analysis for investment portfolios, provided via a website
Investment advisory and sub-advisory services in the fields of exchange-traded funds, exchange-traded fund investment, exchange-traded fund development, exchange-traded fund planning, exchange-traded fund management, and establishing exchange-traded funds for others; providing on-line financial calculators for calculating capital gains tax savings achieved through the use of exchange-traded funds; providing financial information, namely, information regarding capital gains tax savings achieved through the use of exchange-traded funds
Providing a website featuring technology that enables users to calculate and generate customized reports showing capital gains tax savings achieved through the use of exchange-traded funds
