HARRIS ASSOCIATES PRIVATE WEALTH MANAGEMENT
Mark Identification

HARRIS ASSOCIATES PRIVATE WEALTH MANAGEMENT

Serial Number

97071133

Filing Date

Oct 12, 2021

Trademark by

HARRIS ASSOCIATES L.P.

Classification Information

Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients, families, and institutional investors, consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of securities portfolios

Insurance and Financial