STRATEGY ASSET MANAGEMENT Trademark

Trademark Overview


On Saturday, September 20, 2025, a trademark application was filed for STRATEGY ASSET MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the STRATEGY ASSET MANAGEMENT trademark a serial number of 99404108. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, September 20, 2025. The STRATEGY ASSET MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Providing information in the field of personal finance; Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial consulting services, namely, expert analysis in finance; Advice on finance during retirement; Consulting in the field of finance; Providing information in the field of finance; Providing information in the field of finance via a website; Providing financial information in the field of decentralized finance (DeFi); Corporate finance services, namely, consultation in the field of asset sales; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; Wealth transfer planning; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Providing information in the field of wealth manageme...
strategy asset management

General Information


Serial Number99404108
Word MarkSTRATEGY ASSET MANAGEMENT
Filing DateSaturday, September 20, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSaturday, September 20, 2025
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


Goods and ServicesProviding information in the field of personal finance; Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial consulting services, namely, expert analysis in finance; Advice on finance during retirement; Consulting in the field of finance; Providing information in the field of finance; Providing information in the field of finance via a website; Providing financial information in the field of decentralized finance (DeFi); Corporate finance services, namely, consultation in the field of asset sales; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; Wealth transfer planning; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Providing information in the field of wealth management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial analysis; Financial analyses; Financial advice; Financial consulting; Financial consultancy; Financial planning; Financial consultation; Financial forecasting; Financial management; Financial planning consultation; Providing financial information; Financial asset management; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial information in the field of cryptocurrency; Providing information in the field of financial planning; Financial advisory services rendered using artificial intelligence (AI); Providing financial risk assessment services for the mitigation of risk of loss and damage for insurance and financial purposes; Financial analysis and research services; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial services in the nature of an investment security; Financial consultancy and insurance consultancy; Financial retirement plan consulting services; Financial services, namely, debt settlement; Providing financial information and analysis; Providing financial information and analyses; Financial services in the nature of precious metals trading; Providing financial risk assessment services; Providing financial information in the field of virtual currency; Financial management relating to investments; Providing financial information in the field of digital currency; Financial advice relating to retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trading of virtual currency; Financial consultancy for lottery winners; Financial information; Financial valuation; Financial advice relating to tax; Financial due diligence; Financial trust planning; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial advisory services in the field of virtual currency; Providing financial advisory services in the field of digital currency; Financial investment analysis and stock research; Financial data analysis; Financial risk management; Financial portfolio management; Financial consultancy services; Financial advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; On-line trading of financial instruments, shares, options and other derivative products; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing information in the field of financial stock and equity markets; Financial planning and investment advisory services; Financial management of employee pension plans; Monitoring financial markets for investment purposes; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning for retirement; Credit and financial consultation; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Providing financial information via a website; Financial information provided by electronic means; Providing information regarding financial investment strategies; Financial advice relating to income tax; Financial services, namely, commodity trading and managed futures advisory and management services; Financial consultancy services relating to cryptocurrency; Strategic financial advisory services; Financial securities exchange services; Financial risk management consultation; Financial portfolio analysis services; Financial information and evaluations; Financial information services relating to cryptocurrency; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial analysis and consultation; Financial due diligence services; Financial advice on retirement; Financial management for businesses; Financial risk assessment services; Financial consultation in the field of cryptocurrency; Financial trading of cryptocurrency; Providing financial advisory services; Providing financial information via a web site; Providing financial research services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, mortgage planning; Online financial consultancy rendered in virtual environments; Financial research in the field of economics; Financial information in the field of cryptocurrency; Financial consultancy in the field of cryptocurrency; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Providing investors with financial information; Financial management via the Internet; Financial research and information services; Strategic corporate financial advisory services; Financial advice, namely, budget planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, September 20, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressBend, OR 97703

Trademark Events


Event DateEvent Description
Saturday, September 20, 2025APPLICATION FILING RECEIPT MAILED
Saturday, September 20, 2025NEW APPLICATION ENTERED
Saturday, September 20, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED