ASSETMARK INSTITUTIONAL

AssetMark, Inc.

Application Filed: 2020-04-16

Trademark Application Details

Mark For: ASSETMARK INSTITUTIONAL® trademark registration is intended to cover the categories of financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation.

Status

2020-04-20 UTC

LIVE APPLICATION Awaiting Examination

The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.

Research	OneLook Acronym Finder
Serial Number	88875451
Registration Number	6732371
Mark Literal Elements	ASSETMARK INSTITUTIONAL
Mark Drawing Type	4 - STANDARD CHARACTER MARK
Mark Type	Service Mark
Current Location	NEW APPLICATION PROCESSING 2020-04-20
Basis	1(b)
Class Status	ACTIVE
Primary US Classes	100: Miscellaneous 101: Advertising and Business 102: Insurance and Financial
Primary International Class	036 - Primary Class (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed Use	No
Current Use	No
Intent To Use	Yes
Filed ITU	Yes
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Attorney Name	Susan E. Hollander
Attorney Docket Number	132926398124

Timeline

2020-04-16	Application Filed
2020-04-20	Location: NEW APPLICATION PROCESSING
2020-04-20	Status: Live/Pending
2020-04-20	Status: New application will be assigned to an examining attorney approximately 3 months after filing date.
2020-04-20	Transaction Date
2022-05-24	Trademark Registered

Trademark Parties (Applicants & Owners)

Party:	AssetMark, Inc.
Address	1655 Grant Street, 10th Floor Concord, CALIFORNIA UNITED STATES 94520
Legal Entity Type	Corporation
Legal Entity State	CALIFORNIA

Documents

Application	MULTI	2020-04-16
Drawing	IMAGE/JPEG	2020-04-16

Attorney of Record

SUSAN E. HOLLANDER
VENABLE LLP
101 CALIFORNIA STREET, SUITE 3800
SAN FRANCISCO, CA 94111

Good, Services, and Codes

International Codes:	36
U.S. Codes:	100,101,102
International Codes:	42
U.S. Codes:	100,101

Type Code	Type
GS0361	Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation
GS0361	Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation

Type Code

Type

GS0361

Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation

GS0361

Trademark Filing History

Description	Date	Proceeding Number
NEW APPLICATION ENTERED IN TRAM	2020-04-20

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