USPTO trademark

ASSETMARK

RegisteredUSPTOWord and designClass 35Class 36Class 42

"ASSETMARK" is a word and design mark owned by AssetMark, Inc., filed at the USPTO on December 8, 2023. It is registered and covers classes 35, 36 and 42.

View AssetMark, Inc. portfolioGet this data via the API
Official USPTO record
ASSETMARK trademark as filed
As filed with the USPTO
Status
Registered
Since July 23, 2024
Filed
December 8, 2023
Registered
July 23, 2024
Expires
Not recorded
Application no.
98305256
Registration no.
7458232
Office
USPTO
United States Patent and Trademark Office
Mark type
Word and design
3 classes
Ownership

Who owns ASSETMARK

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

AssetMark, Inc.

Concord, United States

78 trademarks in the portfolioView company

Representative

Sharoni S. Finkelstein

Venable LLP

Goods and services

What the mark covers

The products and services ASSETMARK is filed for, grouped by Nice class.

  • Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory 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

  • Providing online non-downloadable software for portfolio construction, management, and financial analysis for 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; providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Assignment of ownership not updated automatically
  2. Notice of registration confirmation emailed
  3. Registered-principal register
  4. Official gazette publication confirmation e-mailed
  5. Published for opposition
  6. Notification of notice of publication e-mailed
  7. Approved for pub - principal register
  8. Assigned to examiner
  9. Notice of design search code e-mailed
  10. New application office supplied data entered

1 earlier step on the official record.

FAQ

About ASSETMARK

Who owns the trademark "ASSETMARK"?

The USPTO trademark "ASSETMARK" (application 98305256) is owned by AssetMark, Inc.

What is the status of "ASSETMARK"?

Its status at the USPTO is: registered.

When was "ASSETMARK" registered?

It was registered on July 23, 2024.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull ASSETMARK and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2c62-0ef6-75ae-afdb-d3738cf7d8d9
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2c62-0ef6-75ae-afdb-d3738cf7d8d9",
  "object": "trademark",
  "mark_text": "ASSETMARK",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "98305256",
  "filing_date": "2023-12-08",
  "nice_classes": [
    35,
    36,
    42
  ],
  "owners": [
    {
      "name": "AssetMark, Inc.",
      "entity_id": "ent_019eb704-d5c2-73c8-a860-33afb5d71d28"
    }
  ]
}