GleanMark

HOMRICH BERG Trademark

HOMRICH BERG is a USPTO trademark filed by HB WEALTH MANAGEMENT, LLC. Status: Registered.

Trademark Facts

MarkHOMRICH BERG
Serial Number77566436
Registration Number3716559
StatusRegistered
Filing Date2008-09-10
Registration Date2009-11-24
Mark TypeWord
Nice Classes036 (Financial Services)
OwnerHB WEALTH MANAGEMENT, LLC
Attorney of RecordSarah Parker
Prosecution Events32
Latest EventASCK on 2024-12-04

Goods & Services

College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; 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; Financial services, namely, estate settlement services; Financial trust operations

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