1834 INSTITUTIONAL
associated with 28 other trademarks
private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financ...

Words that describe this trademark:

financial asset management  asset management financial  financial portfolio management  financial planning family  management financial  planning family  private banking  family financial  personalized financial  banking 

Serial Number:

97474082

Mark:

1834 INSTITUTIONAL

Status:

First Extension-Granted

Status Date:

12-19-2023

Filing Date:

Registration Number:

N/A

Registration Date:

N/A

Goods and Services:

private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; investment management in the fields of stocks, ETFs, mutual funds, bonds, and retirement; financial services, namely, wealth management services featuring a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, wealth management services in the nature of wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; financial institutional services for businesses and nonprofits, namely, investment and asset management, corporate trust company services, philanthropy consultation related to fundraising and endowments, and financial administration of employee-sponsored retirement plans business succession planning; executive business succession planning

Mark Description:

N/A

Class:

Insurance

Type of Mark:

Servicemark

Published for Opposition Date:

05-23-2023

Mark Drawing Status:

Standart Character Mark

Abandon Date:

N/A

Business Name:

BARNES & THORNBURG LLP

Correspondent Name:

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