GleanMark

ASSETMARK INSTITUTIONAL Trademark

ASSETMARK INSTITUTIONAL is a USPTO trademark filed by AssetMark, Inc.. Status: Registered.

Trademark Facts

MarkASSETMARK INSTITUTIONAL
Serial Number88875451
Registration Number6732371
StatusRegistered
Filing Date2020-04-16
Registration Date2022-05-24
Mark TypeWord
Nice Classes036 (Financial Services), 042 (Software & IT)
OwnerAssetMark, Inc.
Attorney of RecordSharoni S. Finkelstein
Prosecution Events37
Latest EventASCK on 2024-09-18

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

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