Trademark Overview
On Monday, December 9, 2024, a trademark application was filed for SAGARD WEALTH with the United States Patent and Trademark Office. The USPTO has given the SAGARD WEALTH trademark a serial number of 98891679. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Saturday, May 31, 2025. This trademark is owned by Sagard Holdings Manager LP. The SAGARD WEALTH trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Family wealth education, inter-generational wealth transfer and lifestyle services
Financial investment counselling; capital investment services; arranging and provision of loans; capital management; management of investment; financial and real estate investment advisory services; debt financing; clearing and execution of financial securities transactions; electronic funds transfers; issue of tokens of value; securities brokerage; securities trading; wealth management; investment portfolio management; financial intermediation; financial analysis services; financial investment counselling; providing information in the field of financial investments; consultancy relating to financial assistance for education; advisory services relating to financial asset management; advisory services relating to stock investment management; tax advisory services; financial analysis and research services
Advisory services for business management; business administration and management; business organization consultancy services
