TAX-INDIVIDUALIZED INVESTING Trademark

Serial Number: 98947996 • Registration: 8120947

TAX-INDIVIDUALIZED INVESTING is a trademark filed by GoldenX Company on January 9, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

GoldenX Company (4 trademarks)

28 Church Street, Suite 4
Winchester, MA 01890

Entity Type: 03

Legal Representation

Attorney of Record

Elizabeth P. West

2,164 trademarks filed View all →

Correspondence Address

Elizabeth P. West Bay State IP, LLC

50 Milk Street, 16th Floor

Boston, MA 02109

United States

Trademark Details

Filing Date

January 9, 2025

Registration Date

January 27, 2026

Goods & Services

Investment management services, namely building customized individual portfolios that take into account an individual portfolio's unique tax profile to maximize after-tax returns through investment in fixed income securities within separately managed accounts on behalf of registered investment advisors