Serial Number
99003711
Owner
Presilium Private Wealth, LLCAttorney
B. Anna McCoyFiling Date
Jan 16, 2025
PRESILIUM FAMILY OFFICE Trademark
Serial Number: 99003711 • Registration: 8350703
Trademark Classes
Owner Contact Info
150 North Radnor Chester Road
Radnor, PA 19087
Entity Type: 16
Legal Representation
Correspondence Address
B. Anna McCoy McCoy Russell LLP
1410 NW Johnson St.
Suite 201
Portland, OR 97209
United States
Trademark Details
Filing Date
January 16, 2025
Registration Date
July 21, 2026
Published for Opposition
November 4, 2025
Goods & Services
Financial services, namely, investment fund transfer and transaction services, and estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; investment advisory services, namely, Registered Investment Advisor (RIA) services; Financial services, namely, financial planning for educational expenses, generational transfer planning, strategic financial advisory services in the field of stock options, financial portfolio management, and financial investment advisory services about sustainable and responsible investing