ASSETMARK Trademark
ASSETMARK is a USPTO trademark filed by AssetMark, Inc.. Status: Registered.
Trademark Facts
| Mark | ASSETMARK |
|---|---|
| Serial Number | 86137653 |
| Registration Number | 4761118 |
| Status | Registered |
| Filing Date | 2013-12-06 |
| Registration Date | 2015-06-23 |
| Mark Type | Combined |
| Nice Classes | 035 (Advertising & Business), 036 (Financial Services) |
| Owner | AssetMark, Inc. |
| Attorney of Record | Sharoni S. Finkelstein |
| Prosecution Events | 46 |
| Latest Event | NA89 on 2025-10-09 |
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