ASSETMARK INVESTMENT MANAGEMENT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97104923
Word Mark
ASSETMARK INVESTMENT MANAGEMENT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2021-11-05
Filing Date
2021-11-02
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
260514, 260516, 260520, 260521 - Three triangles. Triangles touching or intersecting. Triangles inside other triangles. Triangles that are completely or partially shaded.
Attorney Name
Statements
Indication of Colors claimed
The color(s) teal, white, sky blue, and black is/are claimed as a feature of the mark.
Description of Mark
The mark consists of a small triangle overlapping the upper right side of a larger solid navy blue triangle. The small triangle contains diagonal stripes in the colors teal, white and sky blue that create triangles within the two intersecting triangles, and below and to the right of the triangles is the word "ASSETMARK" in black, under which are the words "INVESTMENT MANAGEMENT" in black.
Goods and 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, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and 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 financial advisory services for retirement plans and 401k plans; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment
Goods and Services
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
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2021-11-12
Primary Code
036
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2021-11-12
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Correspondences
Name
SHARONI S. FINKELSTEIN
Address
Please log in with your Justia account to see this address.
Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 4631224 |
| Prior Registration | 4761118 |
Trademark Events
| Event Date | Event Description |
| 2021-11-05 | NEW APPLICATION ENTERED IN TRAM |
| 2021-11-12 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-11-13 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
