| ASSETMARK GIVING FUND AssetMark, Inc.
86354362 31 Jul 2014 | on 08 Oct 2024
| Financial services, namely, management of donor advised funds for char... Class 036 Class 036 Insurance & Financial Services ASSET MARK GIVING FUND | | | ASSETMARK ASSETMARK, INC.
86091173 14 Oct 2013 | on 28 Aug 2024
| Practice management services, namely, providing business management su... Class 035 Class 035 Advertising, Business & Retail Services The mark was first used anywhere in a different form other than that sought to be registered at least as early as 09/06/2005. | | | ASSETMARK ASSETMARK, INC.
86091175 14 Oct 2013 | on 28 Aug 2024
| Financial services, namely, investment counseling and portfolio manage... Class 036 Class 036 Insurance & Financial Services The mark was first used in commerce in a different form other than that sought to be registered at least as early as 09/06/2005. | | | ASSETMARK AssetMark, Inc.
98305256 08 Dec 2023 | on 23 Jul 2024
| Financial services, namely, investment counseling, portfolio managemen... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of a small triangle overlapping the upper right side of a larger solid navy blue triangle. The small triangle contains diagonal stripes in the colors teal, white and sky blue that create triangles within the two intersecting triangles, and to the right of the triangles is the word "ASSETMARK" in black. Class 036 Class 036 Insurance & Financial Services ASSET MARK Class 042 Computer & Software Services & Scientific Services Financial services, namely, investment counseling, portfolio management, securities trading, and management of custom portfolio models by individual investment advisors; financial and investment services, namely, investment advisory, consultation, and management services; 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 risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans; mutual fund brokerage; mutual fund distribution; mutual fund underwriting; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network; securities trading and investing services for others; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing access to banking services | | | ASSETMARK AssetMark, Inc.
98305253 08 Dec 2023 | on 23 Jul 2024
| Financial services, namely, investment counseling, portfolio managemen... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of a small triangle overlapping the upper right side of a larger triangle. The small triangle contains diagonal stripes that creates triangles within the two intersecting triangles, and below and to the left of the triangles is the word "ASSETMARK". Class 036 Class 036 Insurance & Financial Services ASSET MARK Class 042 Computer & Software Services & Scientific Services Financial services, namely, investment counseling, portfolio management, securities trading, and management of custom portfolio models by individual investment advisors; financial and investment services, namely, investment advisory, consultation, and management services; 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 risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans; mutual fund brokerage; mutual fund distribution; mutual fund underwriting; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network; securities trading and investing services for others; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing access to banking services | | | ASSETMARK AssetMark, Inc.
98256963 06 Nov 2023 | on 23 Jul 2024
| Financial services, namely, investment counseling, portfolio managemen... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of a small triangle overlapping the upper right side of a larger triangle. The small triangle contains diagonal stripes that creates triangles within the two intersecting triangles, and below the triangles is the word "ASSETMARK". Class 036 Class 036 Insurance & Financial Services ASSET MARK | | | ASSETMARK PORTFOLIOENGINE AssetMark, Inc.
87011471 22 Apr 2016 | on 05 Jun 2023
| Providing financial portfolio management and financial counseling serv... Class 036 Class 036 Insurance & Financial Services Providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network | | | ASSETMARK PORTFOLIOENGINE AssetMark, Inc.
87011481 22 Apr 2016 | on 05 Jun 2023
| Providing online non-downloadable software for portfolio construction,... Class 042 Class 042 Computer & Software Services & Scientific Services The mark consists of the word "ASSETMARK" in stylized capital letters above the word "PORTFOLIOENGINE" in stylized letters. | | | CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE AssetMark, Inc.
87267573 13 Dec 2016 | on 05 Jun 2023
| Downloadable mobile application for managing bank accounts Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Downloadable mobile application for managing bank accounts | | | CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE AssetMark, Inc.
87267576 13 Dec 2016 | on 05 Jun 2023
| Checking account services; providing securities-backed lines of credit... Class 036 Class 036 Insurance & Financial Services The mark was first used in commerce in a different form other than that sought to be registered at least as early as 03/00/2011 | | 
