ASSETMARK
Filed: December 6, 2013
Practice management services, namely, providing business management support to investment advisors; business management…
Owned by: AssetMark, Inc.
Serial Number: 86137653
ASSETMARK WEALTH. INDEPENDENCE. PURPOSE.
Filed: December 6, 2013
Practice management services, namely, providing business management support to investment advisors; business management…
Owned by: AssetMark, Inc.
Serial Number: 86137663
SAVOS INVESTMENTS
Filed: December 6, 2013
Financial and investment services, namely, investment advisory, consultation, and management services; financial-planning…
Owned by: AssetMark, Inc.
Serial Number: 86137665
SAVOS
Filed: December 6, 2013
Financial and investment services, namely, investment advisory, consultation, and management services; financial-planning…
Owned by: AssetMark, Inc.
Serial Number: 86137667
ADVISING WITH PURPOSE
Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks…
Owned by: AssetMark, Inc.
Serial Number: 86197111
ADVISING WITH PURPOSE
Practice management services, namely, providing business management support being business consulting to investment advisors…
Owned by: AssetMark, Inc.
Serial Number: 86197114
ADVISING WITH PURPOSE
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 86197118
ADVISING WITH PURPOSE
Educational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management…
Owned by: AssetMark, Inc.
Serial Number: 86197120
LEADING WITH PURPOSE
Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks…
Owned by: AssetMark, Inc.
Serial Number: 86197121
LEADING WITH PURPOSE
Practice management services, namely, providing business management support being business consulting to investment advisors…
Owned by: AssetMark, Inc.
Serial Number: 86197122
LEADING WITH PURPOSE
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 86197123
LEADING WITH PURPOSE
Educational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management…
Owned by: AssetMark, Inc.
Serial Number: 86197125
PURPOSE-BASED ADVISOR
Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks…
Owned by: AssetMark, Inc.
Serial Number: 86197127
PURPOSE-BASED ADVISOR
Practice management services, namely, providing business management support being business consulting to investment advisors…
Owned by: AssetMark, Inc.
Serial Number: 86197129
PURPOSE-BASED ADVISOR
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 86197130
PURPOSE-BASED ADVISOR
Educational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management…
Owned by: AssetMark, Inc.
Serial Number: 86197136
PURPOSE-BASED PLANNING
Filed: February 18, 2014
Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks…
Owned by: AssetMark, Inc.
Serial Number: 86197137
PURPOSE-BASED PLANNING
Practice management services, namely, providing business management support being business consulting to investment advisors…
Owned by: AssetMark, Inc.
Serial Number: 86197139
PURPOSE-BASED PLANNING
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 86197140
PURPOSE-BASED PLANNING
Filed: February 18, 2014
Educational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management…
Owned by: AssetMark, Inc.
Serial Number: 86197143
ASSETMARK BUSINESS ASSESSMENT TOOL
Practice management services, namely, providing business management support to investment advisors; business management…
Owned by: AssetMark, Inc.
Serial Number: 86234749
ASSETMARK BUSINESS ASSESSMENT TOOL
Providing online non-downloadable software for business, investment, and financial analysis that allows users to input business…
Owned by: AssetMark, Inc.
Serial Number: 86234750
ASSETMARK VALUE MAXIMIZATION INDEX
Business management services, namely, evaluation of business operations, practices, organization, and management; business…
Owned by: AssetMark, Inc.
Serial Number: 86234752
ASSETMARK VALUE MAXIMIZATION INDEX
Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes…
Owned by: AssetMark, Inc.
Serial Number: 86234753
VALUE MAXIMIZATION INDEX
Filed: March 27, 2014
Business management services, namely, evaluation of business operations, practices, organization, and management; business…
Owned by: AssetMark, Inc.
Serial Number: 86234754
VALUE MAXIMIZATION INDEX
Filed: March 27, 2014
Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes…
Owned by: AssetMark, Inc.
Serial Number: 86234755
LEAD WITH PURPOSE
Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks…
Owned by: AssetMark, Inc.
Serial Number: 86294244
LEAD WITH PURPOSE
Practice management services, namely, providing business management support being business consulting to investment advisors…
Owned by: AssetMark, Inc.
Serial Number: 86294245
LEAD WITH PURPOSE
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 86294246
LEAD WITH PURPOSE
Filed: May 28, 2014
Educational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management…
Owned by: AssetMark, Inc.
Serial Number: 86294248
ASSETMARK BROKERAGE
Filed: July 31, 2014
Mutual fund brokerage; mutual fund distribution; mutual fund underwriting
Owned by: AssetMark, Inc.
Serial Number: 86354360
ASSETMARK GIVING FUND
Filed: July 31, 2014
Financial services, namely, management of donor advised funds for charitable purposes; investment consultation in the field…
Owned by: AssetMark, Inc.
Serial Number: 86354362
PREMIER CONSULTANT
Filed: November 10, 2014
Administration of a consumer affinity program which provides discounts and fee waivers to financial advisors and their clients…
Owned by: AssetMark, Inc.
Serial Number: 86450297
ARIS
Filed: March 31, 2015
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: AssetMark, Inc.
Serial Number: 86583374
ASSETMARK PORTFOLIOENGINE
Filed: April 22, 2016
Providing financial portfolio management and financial counseling services for professional investment advisors and their…
Owned by: AssetMark, Inc.
Serial Number: 87011471
ASSETMARK PORTFOLIOENGINE
Filed: April 22, 2016
Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional…
Owned by: AssetMark, Inc.
Serial Number: 87011474
ASSETMARK PORTFOLIOENGINE
Filed: April 22, 2016
Providing financial portfolio management and financial counseling services for professional investment advisors and their…
Owned by: AssetMark, Inc.
Serial Number: 87011479
ASSETMARK PORTFOLIOENGINE
Filed: April 22, 2016
Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional…
Owned by: AssetMark, Inc.
Serial Number: 87011481
CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE
Filed: December 13, 2016
Downloadable mobile application for managing bank accounts
Owned by: AssetMark, Inc.
Serial Number: 87267573
CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE
Filed: December 13, 2016
Checking account services; providing securities-backed lines of credit; debit card services; online banking; providing electronic…
Owned by: AssetMark, Inc.
Serial Number: 87267576
