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 APPROVED FOR PUBLICATION as of Monday, July 20, 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; Software as a service (SAAS) services featuring software for real estate analytics and valuation; Software as a service (SAAS) services featuring software for modeling real estate investments.
General Information
| Serial Number | 99489035 |
| Word Mark | PORTFOLIO PROJECTOR |
| Filing Date | Monday, November 10, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Monday, July 20, 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; Software as a service (SAAS) services featuring software for real estate analytics and valuation; Software as a service (SAAS) services featuring software for modeling real estate investments. |
| NOT AVAILABLE | PORTFOLIO PROJECTOR |
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 |
| Friday, June 19, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, June 19, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 19, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 20, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
