Trademark Overview
On Monday, April 27, 2026, a trademark application was filed for FACTORPOINT PLANNING with the United States Patent and Trademark Office. The USPTO has given the FACTORPOINT PLANNING trademark a serial number of 99789444. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, April 27, 2026. This trademark is owned by FactorPoint Planning, LLC. The FACTORPOINT PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial planning and investment advisory services; Investment management in the fields of factor-based investment strategies; Financial advisory and consultancy services, namely, providing financial and investment information, rating the efficiency of investment instruments using a factor exposure ratings database and portfolio-level factor analysis reports; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services
