PERSONAL CFO holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance) with 1 filings. The WikiTrademarks Expansion Score is 1/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed September 6, 2026
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Filing Velocity (24 Months)
Nice Class Distribution
Activity Timeline
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 88309031 | PERSONAL CFO | Feb 20, 2019 | Registered | 036 Insurance & Finance | PFS IP HOLDINGS LLC |
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FAQ: PERSONAL CFO trademark portfolio
What trademarks does PERSONAL CFO hold?
PERSONAL CFO holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to PFS IP HOLDINGS LLC.
How many trademarks does PERSONAL CFO have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to PERSONAL CFO. The brand has been actively filing since February 2019. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does PERSONAL CFO file most often?
PERSONAL CFO's most active class is NICE Class 36 (Insurance & Finance), with 1 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.
Who owns the PERSONAL CFO trademark?
The most recent filings under the PERSONAL CFO mark are registered to PFS IP HOLDINGS LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is PERSONAL CFO expanding into new categories?
The current WikiTrademarks Expansion Score for PERSONAL CFO is 1 out of 100, which is low — the brand is focused on defending its existing categories rather than expanding. The score combines NICE class breadth, filing velocity, and the rate of cross-class movement from the brand's filing history.
How can I track new PERSONAL CFO trademark filings?
Click the Watch Brand button at the top of this page to add PERSONAL CFO to your Watchlist. New filings show up on your WikiTrademarks dashboard within 24 to 48 hours of being public, alongside any class expansions, status changes, or assignment events.
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