PATRIMONIO ASSET MANAGEMENT
Mark Identification

PATRIMONIO ASSET MANAGEMENT

Serial Number

90739250

Filing Date

May 27, 2021

Registration Date

Feb 21, 2023

Trademark by

MONTIEL CHAMORRO EDUARDO LUIS

Active Trademark

Classification Information

Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial advice; Financial management in the field of on liquid assets on client's behalf and based on individual financial goals and personalized strategies; Financial advisory and consultancy services, namely, financial counseling in setting financial and personal goals, providing evaluation and auditing of financial statements, advice in the development of plans to meet financial goals, financial action and follow-up plans, financial planning for retirement, debt settlement advice and financial crisis advice, advice on saving for children's education, providing advice on capital investment opportunities and investment instruments, advice on the sale and purchase of capital; Financial planning, namely, advice on liquid assets on client's behalf and based on individual financial goals and personalized strategies

Insurance and Financial