GleanMark

INVESTING EVOLVED Trademark

INVESTING EVOLVED is a USPTO trademark filed by AssetMark, Inc.. Status: Registered.

Trademark Facts

MarkINVESTING EVOLVED
Serial Number88951093
Registration Number6298496
StatusRegistered
Filing Date2020-06-05
Registration Date2021-03-23
Mark TypeWord
Nice Classes036 (Financial Services), 042 (Software & IT)
OwnerAssetMark, Inc.
Attorney of RecordSharoni S. Finkelstein
Prosecution Events27
Latest EventREM1 on 2026-03-23

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

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