DISCIPLINED PORTFOLIO ADVISOR 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 0/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed August 28, 2026
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Filing Velocity (24 Months)
Nice Class Distribution
Activity Timeline
No activity recorded yet.
Ownership & Assignment History
1 record| Date | From | To |
|---|---|---|
| Jan 19, 2026 |
FIDUCIENT ADVISORS LLC
|
UBS AG, STAMFORD BRANCH, AS ADMINISTRATI...
STAMFORD, CONNECTICUT
|
Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 78958734 | DISCIPLINED PORTFOLIO ADVISOR | Aug 23, 2006 | Abandoned | 036 Insurance & Finance | FIDUCIENT ADVISORS LLC |
Weekly visibility reports showing how ChatGPT mentions DISCIPLINED PORTFOLIO ADVISOR, where you rank in the answer, the sentiment of the mention, and which sources ChatGPT cites.
FAQ: DISCIPLINED PORTFOLIO ADVISOR trademark portfolio
What trademarks does DISCIPLINED PORTFOLIO ADVISOR hold?
DISCIPLINED PORTFOLIO ADVISOR 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 FIDUCIENT ADVISORS LLC.
How many trademarks does DISCIPLINED PORTFOLIO ADVISOR have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to DISCIPLINED PORTFOLIO ADVISOR. The brand has been actively filing since August 2006. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does DISCIPLINED PORTFOLIO ADVISOR file most often?
DISCIPLINED PORTFOLIO ADVISOR'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 DISCIPLINED PORTFOLIO ADVISOR trademark?
The most recent filings under the DISCIPLINED PORTFOLIO ADVISOR mark are registered to FIDUCIENT ADVISORS LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is DISCIPLINED PORTFOLIO ADVISOR expanding into new categories?
The current WikiTrademarks Expansion Score for DISCIPLINED PORTFOLIO ADVISOR is 0 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 DISCIPLINED PORTFOLIO ADVISOR trademark filings?
Click the Watch Brand button at the top of this page to add DISCIPLINED PORTFOLIO ADVISOR 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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