ADVISORSIGHT
Filed: October 19, 2015
Computer software platform for financial advisors, namely, software for portfolio accounting, billing, aggregation, performance…
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 86791908
DEPOSITXCHANGE
Filed: April 29, 2016
Financial investment services in the field of managing cash deposits
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 87019648
FIDUCIARYXCHANGE
Filed: September 16, 2016
Financial services, namely, providing financial management services and financial information to financial advisors, brokers…
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 87173799
ADVISORXCHANGE
Financial services, namely, providing financial management services and financial information to financial advisors, and…
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 87175011
MANAGERXCHANGE
Filed: April 21, 2017
Financial services, namely, providing investment management services to investment advisory firms and bank trust companies…
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 87420389
ATFMI
Filed: July 25, 2021
Capital investment consultation; Fund investment consultation; Funds investment; Investment consultation; Investment management…
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 90846933
AMERICAN TRUST FIDUCIARY MONITORING INDEX
Filed: July 25, 2021
Funds investment, Mutual fund investment, Investment consultation, Capital investment consultation, Fund investment consultation…
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 90846941
HUB+
Filed: November 9, 2022
Providing on-line, non-downloadable software application for mutual fund processing, data entry and extraction, and report…
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 97669112
HUBPLUS
Filed: November 9, 2022
Providing on-line, non-downloadable software application for mutual fund processing, data entry and extraction, and report…
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 97669119
FIDUCIARYXCHANGE
Filed: June 5, 2023
Financial services, namely, providing administration, trustee, advisor, and management services for retirement plans
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 98027489
AMERICANTCS 401(K) COMPOSITE BENCHMARK
Filed: April 17, 2025
Investment management in the fields of retirement accounts
Owned by: Mid Atlantic Capital Group, Inc.
Serial Number: 99142368
