PORTFOLIO PROJECTOR Trademark
Trademark Overview
On Monday, November 10, 2025, a trademark application was filed for PORTFOLIO PROJECTOR with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO PROJECTOR trademark a serial number of 99489035. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Sunday, March 22, 2026. This trademark is owned by Portfolio Projector, LLC. The PORTFOLIO PROJECTOR trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Financial planning, namely, real estate investment advisory services; real estate property valuation and analysis; financial portfolio management and analysis; financial risk assessment; providing financial planning and investment consulting services.
Software as a service (SAAS) services featuring software for financial portfolio management; real estate analytics and valuation software; software for modeling real estate investments; data analytics in the field of real estate and finance.
General Information
| Serial Number | 99489035 |
| Word Mark | PORTFOLIO PROJECTOR |
| Filing Date | Monday, November 10, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Sunday, March 22, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Financial planning, namely, real estate investment advisory services; real estate property valuation and analysis; financial portfolio management and analysis; financial risk assessment; providing financial planning and investment consulting services. |
| Description of Mark | The mark consists of a stylized house-shaped design to the left of the words "PORTFOLIO PROJECTOR" in stylized font. |
| Goods and Services | Software as a service (SAAS) services featuring software for financial portfolio management; real estate analytics and valuation software; software for modeling real estate investments; data analytics in the field of real estate and finance. |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, November 10, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, October 19, 2025 |
| First Use In Commerce Date | Sunday, October 19, 2025 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, November 10, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, October 19, 2025 |
| First Use In Commerce Date | Sunday, October 19, 2025 |
Trademark Owner History
| Party Name | Portfolio Projector, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Farmington Hills, MI 48336
US |
Trademark Events
| Event Date | Event Description |
| Monday, November 10, 2025 | NEW APPLICATION ENTERED |
| Monday, November 10, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, March 17, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 17, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, March 20, 2026 | ASSIGNED TO EXAMINER |
| Sunday, March 22, 2026 | NON-FINAL ACTION WRITTEN |
| Sunday, March 22, 2026 | NON-FINAL ACTION E-MAILED |
| Sunday, March 22, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
