AUM+ Trademark

Trademark Overview


On Thursday, January 15, 2026, a trademark application was filed for AUM+ with the United States Patent and Trademark Office. The USPTO has given the AUM+ trademark a serial number of 99596271. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Wednesday, May 13, 2026. This trademark is owned by Amalgamated Charitable Foundation, Inc.. The AUM+ trademark is filed in the Insurance & Financial Services category with the following description:

Charitable services in the nature of providing grants to tax exempt organizations for their charitable, educational, scientific, literary and other organizational activities; financial services, namely, management of donor advised funds for charitable purposes; investment consultation in the field of donor advised funds
aum+

General Information


Serial Number99596271
Word MarkAUM+
Filing DateThursday, January 15, 2026
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateWednesday, May 13, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Pseudo MarkAUM PLUS
Goods and ServicesCharitable services in the nature of providing grants to tax exempt organizations for their charitable, educational, scientific, literary and other organizational activities; financial services, namely, management of donor advised funds for charitable purposes; investment consultation in the field of donor advised funds

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, January 15, 2026
Primary Code036
First Use Anywhere DateThursday, April 16, 2026
First Use In Commerce DateThursday, April 16, 2026

Trademark Owner History


Party NameAmalgamated Charitable Foundation, Inc.
Party Type10 - Original Applicant
Legal Entity Type54 - NOT AVAILABLE
AddressWashington, DC 20006
US

Trademark Events


Event DateEvent Description
Thursday, January 15, 2026NEW APPLICATION ENTERED
Thursday, January 15, 2026APPLICATION FILING RECEIPT MAILED
Tuesday, May 5, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 13, 2026ASSIGNED TO EXAMINER
Wednesday, May 13, 2026NON-FINAL ACTION WRITTEN
Wednesday, May 13, 2026NON-FINAL ACTION E-MAILED
Wednesday, May 13, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 13, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, May 13, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, May 13, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, May 13, 2026TEAS AMENDMENT OF USE RECEIVED
Wednesday, May 13, 2026USE AMENDMENT FILED
Wednesday, May 13, 2026AMENDMENT TO USE PROCESSING COMPLETE