Who owns the PORTFOLIO ANALYZER trademark?

The PORTFOLIO ANALYZER trademark is owned by CAPITAL CLIENT GROUP, INC..

What class is the PORTFOLIO ANALYZER trademark registered in?

The PORTFOLIO ANALYZER trademark is registered in Class 042 (Scientific, technology & SaaS services).

What is the serial number for PORTFOLIO ANALYZER?

The USPTO serial number for PORTFOLIO ANALYZER is 85495176.

What is the registration number for PORTFOLIO ANALYZER?

PORTFOLIO ANALYZER is registered under USPTO registration number 4192212.

Sealvo

Home Search: PORTFOLIO ANALYZERPORTFOLIO ANALYZER #85495176

Back

Updated Sep 19, 2026·8 searches this week

View on USPTO TSDR Find similar marks

POR

USPTO Trademark Record

REGISTERED

PORTFOLIO ANALYZER

SN 85495176·Reg 4192212·Filed Dec 14, 2011

Owner CAPITAL CLIENT GROUP, INC.

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

PORTFOLIO ANALYZER (Serial No. 85495176), Registration No. 4192212, is a registered US trademark filed on Dec 14, 2011 by CAPITAL CLIENT GROUP, INC.. This trademark covers Class 042 (Scientific, technology & SaaS services).

Section 8/9 declaration window: August 16, 2032

Conflict Analysis

Full conflict analysis for PORTFOLIO ANALYZER (SN 85495176) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

PORTFOLIO ANALYZER (Reg. #4192212) is a registered US trademark that has been protecting its owner, CAPITAL CLIENT GROUP, INC., since 2011. The mark covers Class 042 (Scientific, technology & SaaS services). Goods and services include Scientific and technological services and research and design relating thereto; industrial analysis, industrial research....

FILED

Dec 14, 2011

SERIAL

85495176

REG#

4192212

REGISTERED

Aug 14, 2012

Filing Information

StatusREGISTERED

Filing DateDec 14, 2011

Serial Number85495176

Registration No.4192212

Registration DateAug 14, 2012

Status DateSep 21, 2022

Next RenewalAugust 16, 2032

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 Accepted

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: May 12, 2011

First use in commerce: May 12, 2011

This description is as filed with the USPTO and defines the scope of trademark protection.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

36 events

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Feb 12, 2025

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Sep 21, 2022

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Sep 21, 2022

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Sep 21, 2022

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Sep 20, 2022

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 9 RECEIVED

Mar 25, 2022

TEAS SECTION 8 & 9 RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Feb 14, 2022

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 14, 2022

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 14, 2022

TEAS CHANGE OF CORRESPONDENCE RECEIVED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Aug 14, 2021

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 09, 2019

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 09, 2019

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 25, 2018

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 25, 2018

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Sep 29, 2017

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Sep 29, 2017

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Sep 29, 2017

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

TEAS SECTION 8 RECEIVED

Sep 07, 2017

TEAS SECTION 8 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Aug 14, 2017

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Dec 07, 2016

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Dec 07, 2016

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 15, 2016

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 15, 2016

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

REGISTERED-SUPPLEMENTAL REGISTER

Aug 14, 2012

REGISTERED-SUPPLEMENTAL REGISTER

ASSIGNED TO LIE

Jul 07, 2012

ASSIGNED TO LIE

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jul 07, 2012

LAW OFFICE PUBLICATION REVIEW COMPLETED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Jun 18, 2012

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

May 26, 2012

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

May 25, 2012

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

May 25, 2012

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Mar 27, 2012

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Mar 27, 2012

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 27, 2012

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Mar 21, 2012

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 21, 2011

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Dec 17, 2011

NEW APPLICATION ENTERED

Other Marks by CAPITAL CLIENT GROUP, INC.

Additional USPTO filings from the same owner.

AME

AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND

86846599

CAPITAL CLIENT GROUP, INC.

REGISTERED

AME

AMERICAN FUNDS COLLEGE 2033 FUND

86846531

CAPITAL CLIENT GROUP, INC.

REGISTERED

PRE

PREMIERPASSPORT

87213657

CAPITAL CLIENT GROUP, INC.

REGISTERED

AME

AMERICAN FUNDS INFLATION LINKED BOND FUND

85745724

CAPITAL CLIENT GROUP, INC.

REGISTERED

Other Marks in Class 042 — Scientific, technology & SaaS services

Recently filed and registered marks in the same international class.

POR

PORTFOLIO++

90182805

ITRELLIS LLC

REGISTERED

POR

PORTFOLIO

78931899

PRACTICEMATCH CORPORATION

REGISTERED

RXA

RX ANALYZER

87836223

RxBenefits, Inc.

REGISTERED

DEP

DEPLOYMENT ANALYZER

97361376

STRATEGIC REPORTS, INC.

REGISTERED

Other Marks by Rachel V. Nass

Additional USPTO filings handled by the same attorney of record.

AME

AMERICAN FUNDS PREMIERPASSPORT

87213304

REGISTERED

TIM

TIME-BASED PORTFOLIO PLANNER

85495220

REGISTERED

TIM

TIME-BASED PORTFOLIO PLANNER

85495239

REGISTERED

POR

PORTFOLIO ANALYZER

85495221

REGISTERED

PORTFOLIO ANALYZER

Run a conflict check

Other Marks by CAPITAL CLIENT GROUP, INC.

Other Marks in Class 042 — Scientific, technology & SaaS services

Other Marks by Rachel V. Nass

Get pre-filing clearance

Search 15M+ trademarks

Resources

Company