| PARAMETRIC PORTFOLIO ASSOCIATES Parametric Portfolio Associates LLC
86231379 25 Mar 2014 | on 25 Nov 2024
| Financial portfolio management Class 036 Class 036 Insurance & Financial Services Financial portfolio management | | | CUSTOM CORE Parametric Portfolio Associates LLC
86935717 10 Mar 2016 | on 29 Nov 2023
| Financial portfolio management Class 036 Class 036 Insurance & Financial Services Financial portfolio management | | | MAKE PASSIVE INVESTING PERSONAL Parametric Portfolio Associates LLC
90103874 10 Aug 2020 | on 05 Oct 2021
| Fund investment and advisory services; Investment counseling services;... Class 036 Class 036 Insurance & Financial Services Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts | | | PIOS PARAMETRIC PORTFOLIO ASSOCIATES, LLC
75911552 07 Feb 2000 | on 06 Jul 2021
| Financial services, namely investment management services for individu... Class 036 Class 036 Insurance & Financial Services Financial services, namely investment management services for individuals and institutions | | | CUSTOM TO THE CORE Parametric Portfolio Associates LLC
90103850 10 Aug 2020 | on 11 May 2021
| Fund investment and advisory services; Investment counseling services;... Class 036 Class 036 Insurance & Financial Services Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts | | | DELTASHIFT PARAMETRIC PORTFOLIO ASSOCIATES, LLC
86524488 04 Feb 2015 | on 04 Nov 2020
| Financial portfolio management Class 036 Class 036 Insurance & Financial Services DELTA SHIFT | | | PARAMETRIC Parametric Portfolio Associates LLC
88730077 17 Dec 2019 | on 07 Jul 2020
| Financial portfolio management,Financial portfolio management Class 036 Class 036 Insurance & Financial Services Color is not claimed as a feature of the mark. | | | PARAMETRIC Parametric Portfolio Associates LLC
88730109 17 Dec 2019 | on 07 Jul 2020
| Financial portfolio management,Financial portfolio management Class 036 Class 036 Insurance & Financial Services The mark consists of "PARAMETRIC" with a top-side stylized triangle logo. | | | SARP Parametric Portfolio Associates LLC
87764161 22 Jan 2018 | on 26 Mar 2019
| Fund investment and advisory services marketed and sold to institution... Class 036 Class 036 Insurance & Financial Services Fund investment and advisory services marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans; Investment counseling services marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans; Management of portfolios comprising securities marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans; Mutual fund investment, administration, distribution, brokerage, and investment advisory services, marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments, marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts, marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans | | | DIRECT CORE Parametric Portfolio Associates LLC
98572116 28 May 2024 | on 10 Dec 2024 | Fund investment and advisory services; Investment counseling services;... Class 036 Class 036 Insurance & Financial Services Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts. | |