ASSETMARK, INC. logo

ASSETMARK, INC.

76 Marks
Corp.
First Filed:Mar 23, 2004Latest Filed:Dec 30, 2025Address:1655 Grant Street, 10th Floor, Concord, CA 94520

Portfolio Overview

Registered
32(42%)
Pending
2(3%)
Dead
42(55%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
44(58%)
Class 35
Advertising, Business Services & Retail
17(22%)
Class 42
Software, IT Services & Scientific Research
9(12%)

TTAB Proceedings

Total Proceedings
5
As Plaintiff
1(20%)
As Defendant
4(80%)

Top Firms

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22
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1

Trademark Activity Timeline(2004 – 2025)

Trademark Portfolio

76 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
TALK TRACKS
TALK TRACKS
Service Mark
Word
PENDING
Owner:
Serial:99572058
Filed:Dec 30, 2025
Classes:42
Goods & Services
Class 042: Providing temporary use of online non-downloadable software for use by professional investment advisors featuring information and AI-generated content about financial portfolio holdings, financial portfolio performance analysis, investment portfolio management and monitoring, and management of custom financial portfolio models
ASSETMARK CD PLUS
ASSETMARK CD PLUS
Service Mark
Word
PENDING
Owner:
Serial:99282997
Filed:Jul 14, 2025
Classes:36
Goods & Services
Financial and investment services, namely, management services; financial asset management; investment management services; providing access to banking services namely, deposit account services; Financial services, namely, allocation of funds to and placement of funds in deposit accounts; Financial investment in the field of certificates of deposit (CD) with banks and financial institution; FDIC insurance claim processing services
VALUE MAXIMIZATION INDEX
VALUE MAXIMIZATION INDEX
Service Mark
Word
ABANDONED
Owner:
Serial:98885545
Filed:Dec 4, 2024
Classes:36
Goods & Services
Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment
VALUE MAXIMIZATION INDEX
VALUE MAXIMIZATION INDEX
Service Mark
Word
ABANDONED
Owner:
Serial:98885540
Filed:Dec 4, 2024
Classes:35
Goods & Services
Business management services, namely, evaluation of business operations, practices, organization, and management; business consultancy services, namely, business valuations
ASSETMARK CHARITABLE
ASSETMARK CHARITABLE
Service Mark
Word
REGISTERED
Owner:
Serial:98747126
Filed:Sep 12, 2024
Classes:36
Registration:7887196
Registered:Aug 12, 2025
Goods & Services
Financial services, namely, management of donor advised funds for charitable purposes; investment consultation in the field of donor advised funds; "CHARITABLE"
ASSETMARK
ASSETMARK
Service Mark
Combined
REGISTERED
Owner:
Serial:98305256
Filed:Dec 8, 2023
Classes:36
Registration:7458232
Registered:Jul 23, 2024
Goods & Services
Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services | Financial services, namely, investment counseling, portfolio management, securities trading, and management of custom portfolio models by individual investment advisors; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans; mutual fund brokerage; mutual fund distribution; mutual fund underwriting; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network; securities trading and investing services for others; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing access to banking services | Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning; providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies
ASSETMARK
ASSETMARK
Service Mark
Combined
REGISTERED
Owner:
Serial:98305253
Filed:Dec 8, 2023
Classes:36
Registration:7458231
Registered:Jul 23, 2024
Goods & Services
Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services | Financial services, namely, investment counseling, portfolio management, securities trading, and management of custom portfolio models by individual investment advisors; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans; mutual fund brokerage; mutual fund distribution; mutual fund underwriting; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network; securities trading and investing services for others; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing access to banking services | Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning; providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies
ASSETMARK
ASSETMARK
Service Mark
Combined
REGISTERED
Owner:
Serial:98256963
Filed:Nov 6, 2023
Classes:36
Registration:7458175
Registered:Jul 23, 2024
Goods & Services
Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services | Financial services, namely, investment counseling, portfolio management, securities trading, and management of custom portfolio models by individual investment advisors; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans; mutual fund brokerage; mutual fund distribution; mutual fund underwriting; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network; securities trading and investing services for others; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing access to banking services
ASSETMARK PORTFOLIO SOLUTIONS
ASSETMARK PORTFOLIO SOLUTIONS
Service Mark
Word
ABANDONED
Owner:
Serial:98107221
Filed:Jul 28, 2023
Classes:36, 42
Goods & Services
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment; "PORTFOLIO SOLUTIONS"; Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning
ASSETMARK INVESTMENT MANAGEMENT
ASSETMARK INVESTMENT MANAGEMENT
Service Mark
Combined
ABANDONED
Owner:
Serial:97104923
Filed:Nov 2, 2021
Classes:36
Goods & Services
"INVESTMENT MANAGEMENT"
ASSETMARK INVESTMENT MANAGEMENT
ASSETMARK INVESTMENT MANAGEMENT
Service Mark
Word
ABANDONED
Owner:
Serial:97104958
Filed:Nov 2, 2021
Classes:36
Goods & Services
"INVESTMENT MANAGEMENT"
ASSETMARK ADVISOR MANAGED PORTFOLIOS
ASSETMARK ADVISOR MANAGED PORTFOLIOS
Service Mark
Word
REGISTERED
Owner:
Serial:90550190
Filed:Feb 26, 2021
Classes:42
Registration:6614414
Registered:Jan 11, 2022
Goods & Services
"ADVISOR MANAGED PORTFOLIOS"
INVESTING EVOLVED
INVESTING EVOLVED
Service Mark
Word
REGISTERED
Owner:
Serial:88951093
Filed:Jun 5, 2020
Classes:36, 42
Registration:6298496
Registered:Mar 23, 2021
Goods & Services
Class 036: Providing financial portfolio management and counseling services to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network; Class 042: Providing online non-downloadable software for financial portfolio analysis; providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients
ASSETMARK INSTITUTIONAL
ASSETMARK INSTITUTIONAL
Service Mark
Word
REGISTERED
Owner:
Serial:88875451
Filed:Apr 16, 2020
Classes:36, 42
Registration:6732371
Registered:May 24, 2022
Goods & Services
Class 036: Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation; Class 042: Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning
SAVOS PERSONAL PORTFOLIOS
SAVOS PERSONAL PORTFOLIOS
Service Mark
Word
REGISTERED
Owner:
Serial:88875450
Filed:Apr 16, 2020
Classes:36
Registration:6412429
Registered:Jul 6, 2021
Goods & Services
"PERSONAL PORTFOLIOS"
ASSETMARK ADVISOR MANAGED PORTFOLIOS
ASSETMARK ADVISOR MANAGED PORTFOLIOS
Service Mark
Word
REGISTERED
Owner:
Serial:88585309
Filed:Aug 20, 2019
Classes:36
Registration:6701977
Registered:Apr 12, 2022
Goods & Services
"ADVISOR MANAGED PORTFOLIOS"
ASSETMARK GUIDED INCOME SOLUTIONS
ASSETMARK GUIDED INCOME SOLUTIONS
Service Mark
Word
REGISTERED
Owner:
Serial:88233565
Filed:Dec 18, 2018
Classes:36, 42
Registration:6201074
Registered:Nov 17, 2020
Goods & Services
"GUIDED INCOME SOLUTIONS"
ASSETMARK RETIREMENT SERVICES
ASSETMARK RETIREMENT SERVICES
Service Mark
Word
REGISTERED
Owner:
Serial:87337238
Filed:Feb 15, 2017
Classes:36
Registration:5305568
Registered:Oct 10, 2017
Goods & Services
"RETIREMENT SERVICES"
CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE
CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE
Service Mark
Word
REGISTERED
Owner:
Serial:87267576
Filed:Dec 13, 2016
Classes:36
Registration:5305171
Registered:Oct 10, 2017
Goods & Services
"CASH" AND "TRUST COMPANY SERVICE"
CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE
CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE
Trademark
Word
REGISTERED
Owner:
Serial:87267573
Filed:Dec 13, 2016
Classes:9
Registration:5305170
Registered:Oct 10, 2017
Goods & Services
"CASH" AND "TRUST COMPANY SERVICE"
ASSETMARK PORTFOLIOENGINE
ASSETMARK PORTFOLIOENGINE
Service Mark
Word
REGISTERED
Owner:
Serial:87011474
Filed:Apr 22, 2016
Classes:42
Registration:5211987
Registered:May 30, 2017
Goods & Services
Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients
ASSETMARK PORTFOLIOENGINE
ASSETMARK PORTFOLIOENGINE
Service Mark
Stylized
REGISTERED
Owner:
Serial:87011481
Filed:Apr 22, 2016
Classes:42
Registration:5211989
Registered:May 30, 2017
Goods & Services
Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients
ASSETMARK PORTFOLIOENGINE
ASSETMARK PORTFOLIOENGINE
Service Mark
Stylized
REGISTERED
Owner:
Serial:87011479
Filed:Apr 22, 2016
Classes:36
Registration:5211988
Registered:May 30, 2017
Goods & Services
Providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network
ASSETMARK PORTFOLIOENGINE
ASSETMARK PORTFOLIOENGINE
Service Mark
Word
REGISTERED
Owner:
Serial:87011471
Filed:Apr 22, 2016
Classes:36
Registration:5211986
Registered:May 30, 2017
Goods & Services
Providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network
ARIS
ARIS
Service Mark
Combined
REGISTERED
Owner:
Serial:86583374
Filed:Mar 31, 2015
Classes:36
Registration:4944391
Registered:Apr 26, 2016
Goods & Services
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, financial custody services in the nature of custody transactions, and trading of mutual funds, equities, and securities for account holders; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans
PREMIER CONSULTANT
PREMIER CONSULTANT
Service Mark
Word
CANCELLED
Owner:
Serial:86450297
Filed:Nov 10, 2014
Classes:35
Registration:5010560
Registered:Aug 2, 2016
ASSETMARK BROKERAGE
ASSETMARK BROKERAGE
Service Mark
Word
REGISTERED
Owner:
Serial:86354360
Filed:Jul 31, 2014
Classes:36
Registration:5095907
Registered:Dec 6, 2016
Goods & Services
Class 036: Mutual fund brokerage; mutual fund distribution; mutual fund underwriting
ASSETMARK GIVING FUND
ASSETMARK GIVING FUND
Service Mark
Word
REGISTERED
Owner:
Serial:86354362
Filed:Jul 31, 2014
Classes:36
Registration:5443540
Registered:Apr 10, 2018
Goods & Services
"GIVING FUND"
LEAD WITH PURPOSE
LEAD WITH PURPOSE
Service Mark
Word
ABANDONED
Owner:
Serial:86294245
Filed:May 28, 2014
Classes:35
LEAD WITH PURPOSE
LEAD WITH PURPOSE
Service Mark
Word
CANCELLED
Owner:
Serial:86294248
Filed:May 28, 2014
Classes:41
Registration:4847029
Registered:Nov 3, 2015
LEAD WITH PURPOSE
LEAD WITH PURPOSE
Service Mark
Word
ABANDONED
Owner:
Serial:86294246
Filed:May 28, 2014
Classes:36
LEAD WITH PURPOSE
LEAD WITH PURPOSE
Trademark
Word
ABANDONED
Owner:
Serial:86294244
Filed:May 28, 2014
Classes:16
ASSETMARK BUSINESS ASSESSMENT TOOL
ASSETMARK BUSINESS ASSESSMENT TOOL
Service Mark
Word
ABANDONED
Owner:
Serial:86234749
Filed:Mar 27, 2014
Classes:35
Goods & Services
"BUSINESS ASSESSMENT TOOL"
ASSETMARK BUSINESS ASSESSMENT TOOL
ASSETMARK BUSINESS ASSESSMENT TOOL
Service Mark
Word
ABANDONED
Owner:
Serial:86234750
Filed:Mar 27, 2014
Classes:42
Goods & Services
"BUSINESS ASSESSMENT TOOL"
ASSETMARK VALUE MAXIMIZATION INDEX
ASSETMARK VALUE MAXIMIZATION INDEX
Service Mark
Word
ABANDONED
Owner:
Serial:86234752
Filed:Mar 27, 2014
Classes:35
Goods & Services
"VALUE MAXIMIZATION INDEX"
ASSETMARK VALUE MAXIMIZATION INDEX
ASSETMARK VALUE MAXIMIZATION INDEX
Service Mark
Word
ABANDONED
Owner:
Serial:86234753
Filed:Mar 27, 2014
Classes:36
Goods & Services
"VALUE MAXIMIZATION INDEX"
VALUE MAXIMIZATION INDEX
VALUE MAXIMIZATION INDEX
Service Mark
Word
REGISTERED
Owner:
Serial:86234755
Filed:Mar 27, 2014
Classes:36
Registration:4690145
Registered:Feb 17, 2015
Goods & Services
Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment
VALUE MAXIMIZATION INDEX
VALUE MAXIMIZATION INDEX
Service Mark
Word
REGISTERED
Owner:
Serial:86234754
Filed:Mar 27, 2014
Classes:35
Registration:4693613
Registered:Feb 24, 2015
Goods & Services
Business management services, namely, evaluation of business operations, practices, organization, and management; business consultancy services, namely, business valuations
ADVISING WITH PURPOSE
ADVISING WITH PURPOSE
Service Mark
Word
ABANDONED
Owner:
Serial:86197120
Filed:Feb 18, 2014
Classes:41
ADVISING WITH PURPOSE
ADVISING WITH PURPOSE
Trademark
Word
ABANDONED
Owner:
Serial:86197111
Filed:Feb 18, 2014
Classes:16
ADVISING WITH PURPOSE
ADVISING WITH PURPOSE
Service Mark
Word
ABANDONED
Owner:
Serial:86197118
Filed:Feb 18, 2014
Classes:36
ADVISING WITH PURPOSE
ADVISING WITH PURPOSE
Service Mark
Word
ABANDONED
Owner:
Serial:86197114
Filed:Feb 18, 2014
Classes:35
LEADING WITH PURPOSE
LEADING WITH PURPOSE
Service Mark
Word
ABANDONED
Owner:
Serial:86197122
Filed:Feb 18, 2014
Classes:35
LEADING WITH PURPOSE
LEADING WITH PURPOSE
Service Mark
Word
ABANDONED
Owner:
Serial:86197125
Filed:Feb 18, 2014
Classes:41
LEADING WITH PURPOSE
LEADING WITH PURPOSE
Service Mark
Word
ABANDONED
Owner:
Serial:86197123
Filed:Feb 18, 2014
Classes:36
LEADING WITH PURPOSE
LEADING WITH PURPOSE
Trademark
Word
ABANDONED
Owner:
Serial:86197121
Filed:Feb 18, 2014
Classes:16
PURPOSE-BASED ADVISOR
PURPOSE-BASED ADVISOR
Trademark
Word
ABANDONED
Owner:
Serial:86197127
Filed:Feb 18, 2014
Classes:16
Goods & Services
"ADVISOR"
PURPOSE-BASED ADVISOR
PURPOSE-BASED ADVISOR
Service Mark
Word
ABANDONED
Owner:
Serial:86197136
Filed:Feb 18, 2014
Classes:41
Goods & Services
"ADVISOR"
PURPOSE-BASED ADVISOR
PURPOSE-BASED ADVISOR
Service Mark
Word
ABANDONED
Owner:
Serial:86197130
Filed:Feb 18, 2014
Classes:36
Goods & Services
"ADVISOR"
PURPOSE-BASED ADVISOR
PURPOSE-BASED ADVISOR
Service Mark
Word
ABANDONED
Owner:
Serial:86197129
Filed:Feb 18, 2014
Classes:35
Goods & Services
"ADVISOR"
PURPOSE-BASED PLANNING
PURPOSE-BASED PLANNING
Trademark
Word
CANCELLED
Owner:
Serial:86197137
Filed:Feb 18, 2014
Classes:16
Registration:4732846
Registered:May 5, 2015
Goods & Services
Class 016: Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management; printed training materials in the field of financial services
PURPOSE-BASED PLANNING
PURPOSE-BASED PLANNING
Service Mark
Word
ABANDONED
Owner:
Serial:86197139
Filed:Feb 18, 2014
Classes:35
Goods & Services
"PLANNING"
PURPOSE-BASED PLANNING
PURPOSE-BASED PLANNING
Service Mark
Word
ABANDONED
Owner:
Serial:86197140
Filed:Feb 18, 2014
Classes:36
Goods & Services
"PLANNING"
PURPOSE-BASED PLANNING
PURPOSE-BASED PLANNING
Service Mark
Word
REGISTERED
Owner:
Serial:86197143
Filed:Feb 18, 2014
Classes:41
Registration:4846748
Registered:Nov 3, 2015
Goods & Services
Class 041: Educational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management, practice and business management, investment, asset protection, estate planning, financial planning, and investment planning strategies, techniques and tactics, and distribution of training and educational materials in connection therewith
ASSETMARK
ASSETMARK
Service Mark
Combined
REGISTERED
Owner:
Serial:86137653
Filed:Dec 6, 2013
Classes:35, 36
Registration:4761118
Registered:Jun 23, 2015
Goods & Services
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans; Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services
ASSETMARK WEALTH. INDEPENDENCE. PURPOSE.
ASSETMARK WEALTH. INDEPENDENCE. PURPOSE.
Service Mark
Combined
CANCELLED
Owner:
Serial:86137663
Filed:Dec 6, 2013
Classes:35, 36
Registration:4631224
Registered:Nov 4, 2014
Goods & Services
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans; Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services
SAVOS
SAVOS
Service Mark
Combined
REGISTERED
Owner:
Serial:86137667
Filed:Dec 6, 2013
Classes:36
Registration:4761119
Registered:Jun 23, 2015
Goods & Services
Financial and investment services, namely, investment advisory, consultation, and management services; financial-planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk-management consultation
SAVOS INVESTMENTS
SAVOS INVESTMENTS
Service Mark
Combined
CANCELLED
Owner:
Serial:86137665
Filed:Dec 6, 2013
Classes:36
Registration:4631225
Registered:Nov 4, 2014
Goods & Services
Financial and investment services, namely, investment advisory, consultation, and management services; financial-planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk-management consultation; "INVESTMENTS"
ASSETMARK
ASSETMARK
Service Mark
Word
REGISTERED
Owner:
Serial:86091173
Filed:Oct 14, 2013
Classes:35
Registration:4676341
Registered:Jan 20, 2015
Goods & Services
Practice management services, namely, providing business management support being business consulting to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services
ASSETMARK
ASSETMARK
Service Mark
Word
REGISTERED
Owner:
Serial:86091175
Filed:Oct 14, 2013
Classes:36
Registration:4676342
Registered:Jan 20, 2015
Goods & Services
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans
NAVISIGHT
NAVISIGHT
Service Mark
Word
ABANDONED
Owner:
Serial:86076908
Filed:Sep 27, 2013
Classes:36
NAVISIGHT
NAVISIGHT
Service Mark
Word
ABANDONED
Owner:
Serial:86076956
Filed:Sep 27, 2013
Classes:35
VANTAGEMARK
VANTAGEMARK
Service Mark
Word
ABANDONED
Owner:
Serial:86076926
Filed:Sep 27, 2013
Classes:36
VANTAGEMARK
VANTAGEMARK
Service Mark
Word
ABANDONED
Owner:
Serial:86076948
Filed:Sep 27, 2013
Classes:35
VERASTAR
VERASTAR
Service Mark
Word
ABANDONED
Owner:
Serial:86076943
Filed:Sep 27, 2013
Classes:35
VERASTAR
VERASTAR
Service Mark
Word
ABANDONED
Owner:
Serial:86076932
Filed:Sep 27, 2013
Classes:36
SAVOS
SAVOS
Service Mark
Word
REGISTERED
Owner:
Serial:85967060
Filed:Jun 21, 2013
Classes:36
Registration:4744216
Registered:May 26, 2015
Goods & Services
Financial and investment services, namely, investment advisory, consultation, and management services; financial-planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk-management consultation
TACTICAL CONSTRAINED
TACTICAL CONSTRAINED
Service Mark
Word
CANCELLED
Owner:
Serial:85794155
Filed:Dec 4, 2012
Classes:36
Registration:4371814
Registered:Jul 23, 2013
TACTICAL UNCONSTRAINED
TACTICAL UNCONSTRAINED
Service Mark
Word
CANCELLED
Owner:
Serial:85794172
Filed:Dec 4, 2012
Classes:36
Registration:4371817
Registered:Jul 23, 2013
GUIDEMARK
GUIDEMARK
Service Mark
Word
REGISTERED
Owner:
Serial:85244530
Filed:Feb 17, 2011
Classes:36
Registration:4155087
Registered:Jun 5, 2012
Goods & Services
Financial services, namely, mutual fund investment services, investment advisory services, wealth management and financial planning services, and investment consultation and asset allocation services
GUIDEPATH
GUIDEPATH
Service Mark
Word
REGISTERED
Owner:
Serial:85244533
Filed:Feb 17, 2011
Classes:36
Registration:4155088
Registered:Jun 5, 2012
Goods & Services
Financial services, namely, mutual fund investment services, investment advisory services, wealth management and financial planning services, and investment consultation and asset allocation services
THE COMPLEAT ADVISOR
THE COMPLEAT ADVISOR
Service Mark
Word
CANCELLED
Owner:
Serial:85153279
Filed:Oct 15, 2010
Classes:35
Registration:4069581
Registered:Dec 13, 2011
Goods & Services
"ADVISOR"
DIAS
DIAS
Service Mark
Word
CANCELLED
Owner:
Serial:85042144
Filed:May 19, 2010
Classes:36
Registration:3900274
Registered:Jan 4, 2011
INTELLIGENTLY ENGINEERED
INTELLIGENTLY ENGINEERED
Service Mark
Word
CANCELLED
Owner:
Serial:77252058
Filed:Aug 10, 2007
Classes:36
Registration:3421990
Registered:May 6, 2008
EWEALTHMANAGER
EWEALTHMANAGER
Service Mark
Word
REGISTERED
Owner:
Serial:76648291
Filed:Oct 11, 2005
Classes:36
Registration:3216812
Registered:Mar 13, 2007
Goods & Services
Financial services, namely financial account management services for professional investment advisers and their clients, via a global computer network
MASTERY PROGRAM
MASTERY PROGRAM
Service Mark
Word
REGISTERED
Owner:
Serial:78389078
Filed:Mar 23, 2004
Classes:41
Registration:2936381
Registered:Mar 29, 2005
Goods & Services
Educational services, namely seminars to train financial investment advisers; "PROGRAM"

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