OAKRIDGE
Summary of public USPTO data
- Owner
- Oakridge Management Group LLC
- Status
- Live/Registered
- Serial number
- 99581458
- Registration number
- 8354644
- Filing date
- 2026-01-07
- Registration date
- 2026-07-21
- International classes
- 35, 36
Goods and services
Class 35
- Family office services in the nature of tax planning
- Family office services in the nature of accounting services
- Accounting services
- Accounting advisory services
- Vendor management services for family offices and high net-worth individuals
Class 36
- Investment fund management 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
- Family office investment management services
- Family office services in the nature of investment management
- Financial planning and investment advisory services
- Providing information in the field of financial planning for high net-worth individuals
- Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
- Financial consulting services in the field of planned giving for non-profit and charitable organizations
- Estate trust management
- Estate trust planning
- Financial services, namely, estate settlement services
- Wealth transfer planning
- Philanthropic services concerning monetary donations
- Financial advice relating to tax
- Family office investment advisory services
- Family office services in the nature of financial wealth management services
- Family office services in the nature of investment advisory services
- 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 and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
- Providing information in the field of financial planning
- Financial advisory and consultancy services, namely, creating personalized strategies for investment and wealth management
- Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
- Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development