EWEALTHMANAGER
Filed: October 11, 2005
Financial services, namely financial account management services for professional investment advisers and their clients,…
Owned by: ASSETMARK, INC.
Serial Number: 76648291
INTELLIGENTLY ENGINEERED
Mutual fund distribution; Mutual fund investment
Owned by: ASSETMARK, INC.
Serial Number: 77252058
MASTERY PROGRAM
Filed: March 23, 2004
Educational services, namely seminars to train financial investment advisers
Owned by: ASSETMARK, INC.
Serial Number: 78389078
DIAS
Filed: May 19, 2010
Insurance and financial services, namely, investment management, financial asset management and diversified investment strategy…
Owned by: ASSETMARK, INC.
Serial Number: 85042144
THE COMPLEAT ADVISOR
Filed: October 15, 2010
Business services, namely, management and business consultation targeted to financial advisors and their clients; business…
Owned by: ASSETMARK, INC.
Serial Number: 85153279
GUIDEMARK
Filed: February 17, 2011
Financial services, namely, mutual fund investment services, investment advisory services, wealth management and financial…
Owned by: ASSETMARK, INC.
Serial Number: 85244530
GUIDEPATH
Filed: February 17, 2011
Financial services, namely, mutual fund investment services, investment advisory services, wealth management and financial…
Owned by: ASSETMARK, INC.
Serial Number: 85244533
TACTICAL CONSTRAINED
Filed: December 4, 2012
Financial services, namely, mutual fund investment services, investment advisory services, wealth management and financial…
Owned by: ASSETMARK, INC.
Serial Number: 85794155
TACTICAL UNCONSTRAINED
Filed: December 4, 2012
Financial services, namely, mutual fund investment services, investment advisory services, wealth management and financial…
Owned by: ASSETMARK, INC.
Serial Number: 85794172
SAVOS
Filed: June 21, 2013
Financial and investment services, namely, investment advisory, consultation, and management services; financial-planning…
Owned by: ASSETMARK, INC.
Serial Number: 85967060
NAVISIGHT
Financial and investment services, namely, investment advisory, consultation, and management services; financial planning…
Owned by: ASSETMARK, INC.
Serial Number: 86076908
VANTAGEMARK
Financial and investment services, namely, investment advisory, consultation, and management services; financial planning…
Owned by: ASSETMARK, INC.
Serial Number: 86076926
VERASTAR
Financial and investment services, namely, investment advisory, consultation, and management services; financial planning…
Owned by: ASSETMARK, INC.
Serial Number: 86076932
VERASTAR
business management and administration services; business information, consultancy, appraisal and advisory services
Owned by: ASSETMARK, INC.
Serial Number: 86076943
VANTAGEMARK
business management and administration services; business information, consultancy, appraisal and advisory services
Owned by: ASSETMARK, INC.
Serial Number: 86076948
NAVISIGHT
business management and administration services; business information, consultancy, appraisal and advisory services
Owned by: ASSETMARK, INC.
Serial Number: 86076956
ASSETMARK
Filed: October 14, 2013
Practice management services, namely, providing business management support being business consulting to investment advisors…
Owned by: ASSETMARK, INC.
Serial Number: 86091173
ASSETMARK
Filed: October 14, 2013
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment…
Owned by: ASSETMARK, INC.
Serial Number: 86091175
