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PRIME FINANCIAL

50164086 | Trademark citeCite Docket

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Filed Oct. 15, 2026
Serial No. 50164086
Examining Attorney null
Class Financial planning; investment advisory and portfolio management services for individual and family clients; wealth management consultation services; investment advisory and portfolio management services in the field of investment portfolio diversification; tax planning and tax advisory services in the field of personal and family wealth management; trust and estate planning consultation services; insurance consultancy and risk management advisory services; providing advisory services in the field of alternative investments, namely, private equity, private credit, and hedge fund investment strategies for individual and family clients; all of the foregoing provided as part of an integrated personal wealth management platform; investment advisory and investment management services for retirement plans, plan participants, and collective investment trusts.; 100; 101; 102
PRIME FINANCIAL
Case Type Service mark
Status New application awaiting assignment to an examining attorney. <a href="https://www.uspto.gov/dashboard/trademarks/application-timeline.html">See current trademark processing wait times </a> for more information.
Last Updated: 2 days, 16 hours ago
Filing Date # Docket Text
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