THE PASSIVE PERFORMANCE TAX Trademark

Serial Number: 98085832 • Registration: 8111512

THE PASSIVE PERFORMANCE TAX is a trademark filed by The Applied Finance Group, Ltd on July 14, 2023. 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

The Applied Finance Group, Ltd (12 trademarks)

Chicago, IL 60601

Entity Type: 03

Legal Representation

Attorney of Record

Justin Lampel

5,492 trademarks filed View all →

Correspondence Address

Justin Lampel LAMPEL LAW, P.C.

555 SKOKIE BLVD., SUITE 500

NORTHBROOK, IL 60062

United States

Trademark Details

Filing Date

July 14, 2023

Registration Date

January 20, 2026

First Use Anywhere

June 24, 2025

First Use in Commerce

June 24, 2025

Published for Opposition

April 30, 2024

Goods & Services

Financial advice; Financial analysis; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial valuations; Financial portfolio analysis services; Financial portfolio management; Financial advice relating to tax; Financial advice relating to income tax; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing financial information