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KOVITZ INVESTMENT GROUP PARTNERS, LLC logo

KOVITZ INVESTMENT GROUP PARTNERS, LLC

15 Marks
LLC
First Filed:Apr 4, 2005Latest Filed:Oct 7, 2024Address:875 3rd Ave, 28th Floor, New York, NY 10022

Portfolio Overview

Registered
10(67%)
Dead
5(33%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
14(93%)
Class 16
Paper Goods and Printed Matter
1(7%)
Class 9
Electronics, Software & Scientific Equipment
1(7%)

TTAB Proceedings

No litigation activity

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Dorsey & Whitney LLP(Jul 2013)
2

Trademark Activity Timeline(2005 – 2024)

Trademark Portfolio

15 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
KOVITZ
KOVITZ
Service Mark
Word
ABANDONED
Owner:
Serial:98789176
Filed:Oct 7, 2024
Classes:35, 36
Goods & Services
Financial services, namely, wealth management services; investment management services; financial calculation services for others; financial consulting services; investment advisory services; securities brokerage account services; investment brokerage services; financial planning and financial portfolio management services; Business management and advice; tax consulting and preparation services; accounting services; family office services, namely, providing strategic advice to individuals
TMD WEALTH MANAGEMENT
TMD WEALTH MANAGEMENT
Service Mark
Combined
REGISTERED
Owner:
Serial:90160907
Filed:Sep 4, 2020
Classes:36
Registration:6398408
Registered:Jun 22, 2021
Goods & Services
"WEALTH MANAGEMENT"
K KOVITZ
K KOVITZ
Service Mark
Combined
REGISTERED
Owner:
Serial:88760303
Filed:Jan 15, 2020
Classes:36
Registration:6290637
Registered:Mar 9, 2021
Goods & Services
Financial investment services, investment advice and investment management services, securities brokerage account services and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; Financial planning and financial portfolio management services, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; Annuity investment services, namely, providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; consultancy relating to the aforesaid services
THE PRUDENT SPECULATOR
THE PRUDENT SPECULATOR
Trademark
Word
REGISTERED
Owner:
Serial:88346090
Filed:Mar 19, 2019
Classes:9, 16
Registration:5979970
Registered:Feb 4, 2020
Goods & Services
Downloadable electronic newsletters in the field of investments; Printed newsletters in the field of investments
TELEMUS
TELEMUS
Service Mark
Combined
REGISTERED
Owner:
Serial:86628541
Filed:May 13, 2015
Classes:36
Registration:5087502
Registered:Nov 22, 2016
Goods & Services
Financial portfolio management; financial planning services; tax-sensitive financial planning services; financial advisory services; financial investment; family office services, namely, financial retirement planning, estate planning, financial consultation in the nature of developing and managing charitable donation programs, and advice and consultation regarding insurance needs and policies; insurance agency services
TELEMUS ENRICH YOUR LIFE. ENJOY YOUR WEALTH.
TELEMUS ENRICH YOUR LIFE. ENJOY YOUR WEALTH.
Service Mark
Combined
REGISTERED
Owner:
Serial:86628542
Filed:May 13, 2015
Classes:36
Registration:5087503
Registered:Nov 22, 2016
Goods & Services
Financial portfolio management; financial planning services; tax-sensitive financial planning services; financial advisory services; financial investment; family office services, namely, financial retirement planning, estate planning, financial consultation in the nature of developing and managing charitable donation programs, and advice and consultation regarding insurance needs and policies; insurance agency services
ETF HARMONY
ETF HARMONY
Service Mark
Word
REGISTERED
Owner:
Serial:86558861
Filed:Mar 10, 2015
Classes:36
Registration:4979238
Registered:Jun 14, 2016
Goods & Services
Financial advice and consultancy services; Financial asset management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Providing a web site featuring personal financial information and financial advice; "ETF"
AFAM CAPITAL
AFAM CAPITAL
Service Mark
Combined
CANCELLED
Owner:
Serial:86016403
Filed:Jul 22, 2013
Classes:36
Registration:4501104
Registered:Mar 25, 2014
Goods & Services
"CAPITAL"
GREEN OWL INTRINSIC VALUE FUND
GREEN OWL INTRINSIC VALUE FUND
Service Mark
Combined
CANCELLED
Owner:
Serial:85426842
Filed:Sep 20, 2011
Classes:36
Registration:4195911
Registered:Aug 21, 2012
Goods & Services
"INTRINSIC VALUE FUND"
KOVITZ SECURITIES
KOVITZ SECURITIES
Service Mark
Word
CANCELLED
Owner:
Serial:85328242
Filed:May 24, 2011
Classes:36
Registration:4087183
Registered:Jan 17, 2012
Goods & Services
"SECURITIES"
KOVITZ INVESTMENT GROUP
KOVITZ INVESTMENT GROUP
Service Mark
Word
REGISTERED
Owner:
Serial:85327480
Filed:May 23, 2011
Classes:36
Registration:4087154
Registered:Jan 17, 2012
Goods & Services
"INVESTMENT GROUP"
TELEMUS
TELEMUS
Service Mark
Word
REGISTERED
Owner:
Serial:85122054
Filed:Sep 2, 2010
Classes:36
Registration:4025069
Registered:Sep 13, 2011
Goods & Services
Financial portfolio management; financial planning services; financial advisory services; financial investment [ and securities brokerage, securities trade execution services and securities custody services ] ; family office services, namely, financial retirement planning, estate planning, financial consultation in the nature of developing and managing charitable donation programs, and advice and consultation regarding insurance needs and policies; insurance agency services
77090241
77090241
Service Mark
Design
CANCELLED
Owner:
Serial:77090241
Filed:Jan 24, 2007
Classes:36
Registration:3450300
Registered:Jun 17, 2008
AL FRANK
AL FRANK
Service Mark
Combined
REGISTERED
Owner:
Serial:77090227
Filed:Jan 24, 2007
Classes:36
Registration:3458808
Registered:Jul 1, 2008
Goods & Services
financial services, namely, providing investment consulting, management and reporting services for others; management of capital investment funds
TELEMUS
TELEMUS
Service Mark
Word
REGISTERED
Owner:
Serial:78600966
Filed:Apr 4, 2005
Classes:36
Registration:3079332
Registered:Apr 11, 2006
Goods & Services
Financial and investment advisory services; investment account planning, development and management; [ investment brokerage; ] insurance consultation; [ trust management accounts; bill payment services; risk management; philanthropic services concerning monetary donations; administration of employee benefit plans; ] equity capital investment; funds investment; "capital partners"