GleanMark

USPTO Trademark 99740661

USPTO Trademark 99740661 is a USPTO trademark filed by AssetMark, Inc.. Status: Pending.

Trademark Facts

MarkUSPTO Trademark 99740661
Serial Number99740661
StatusPending
Filing Date2026-04-02
Mark TypeDesign
Nice Classes042 (Software & IT)
OwnerAssetMark, Inc.
Attorney of RecordSharoni S. Finkelstein
Prosecution Events2
Latest EventMAFR on 2026-04-02

Goods & Services

Class 042: Providing temporary use of online non-downloadable software for use by professional investment advisors featuring information and AI-generated content about financial portfolio holdings, financial portfolio performance analysis, investment portfolio management and monitoring, and management of custom financial portfolio models

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