DM0000: The mark consists of a stylized triangle design and the stylized wording "ASSETMARK INVESTMENT MANAGEMENT". The large triangle is blue. The small triangle contains diagonal stripes in the colors teal, white, and sky blue that create triangles within the two intersecting triangles. The wording "ASSETMARK" is black, while the wording "INVESTMENT MANAGEMENT" is gray. Other than as described, the color white represents background, outlining, shading, and/or transparent areas and is not part of the mark.
GS0361: Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; financial services, namely, wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management, namely, management of a capital invedstment fund; strategic financial advisory services, namely, 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, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; financial trust and estate trust planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; financial investment management and financial advisory services for retirement plans and 401k plans; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment services
CC0000: The color(s) black, blue, gray, teal, and white is/are claimed as a feature of the mark.
D10000: "INVESTMENT MANAGEMENT"
GS0421: Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by 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
Case File Event Statements
1/2/2024 - 10 months ago
17 - ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILEDType:MAB6
1/1/2024 - 10 months ago
16 - ABANDONMENT - NO USE STATEMENT FILEDType:ABN6
5/30/2023 - a year ago
15 - NOA E-MAILED - SOU REQUIRED FROM APPLICANTType:NOAM
4/4/2023 - a year ago
14 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILEDType:NPUB
4/4/2023 - a year ago
13 - PUBLISHED FOR OPPOSITIONType:PUBO
3/15/2023 - a year ago
12 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILEDType:NONP
2/27/2023 - a year ago
11 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA
2/14/2023 - a year ago
10 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
2/13/2023 - a year ago
9 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
2/13/2023 - a year ago
8 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
8/17/2022 - 2 years ago
7 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
8/17/2022 - 2 years ago
6 - NON-FINAL ACTION E-MAILEDType:GNRT
8/17/2022 - 2 years ago
5 - NON-FINAL ACTION WRITTENType:CNRT
8/11/2022 - 2 years ago
4 - ASSIGNED TO EXAMINERType:DOCK
11/13/2021 - 3 years ago
3 - NOTICE OF DESIGN SEARCH CODE E-MAILEDType:MDSC
11/12/2021 - 3 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
Trademark
97104923
