Trademark Overview
On Wednesday, June 4, 2025, a trademark application was filed for ASSETTREE with the United States Patent and Trademark Office. The USPTO has given the ASSETTREE trademark a serial number of 99217625. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, October 24, 2025. This trademark is owned by AssetTree, LLC. The ASSETTREE trademark is filed in the Insurance & Financial Services category with the following description:
Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting and advising in the field of mergers and acquisitions; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of wealth management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Investment advisory services; Real es...
