ASSETMARK INSTITUTIONAL
Mark Identification

ASSETMARK INSTITUTIONAL

Serial Number

88875451

Filing Date

Apr 16, 2020

Registration Date

May 24, 2022

Trademark by

ASSETMARK INC.

Active Trademark

Classification Information

Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; 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 analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation

Insurance and Financial

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

Computer and Scientific