THE PORTFOLIO ENGINEER 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 |
|---|---|---|---|---|---|
| 76400877 | THE PORTFOLIO ENGINEER | Apr 26, 2002 | Abandoned | 036 Insurance & Finance | FIDUCIENT ADVISORS LLC |
Weekly visibility reports showing how ChatGPT mentions THE PORTFOLIO ENGINEER, where you rank in the answer, the sentiment of the mention, and which sources ChatGPT cites.
FAQ: THE PORTFOLIO ENGINEER trademark portfolio
What trademarks does THE PORTFOLIO ENGINEER hold?
THE PORTFOLIO ENGINEER 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 THE PORTFOLIO ENGINEER have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to THE PORTFOLIO ENGINEER. The brand has been actively filing since April 2002. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does THE PORTFOLIO ENGINEER file most often?
THE PORTFOLIO ENGINEER'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 THE PORTFOLIO ENGINEER trademark?
The most recent filings under the THE PORTFOLIO ENGINEER 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 THE PORTFOLIO ENGINEER expanding into new categories?
The current WikiTrademarks Expansion Score for THE PORTFOLIO ENGINEER 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 THE PORTFOLIO ENGINEER trademark filings?
Click the Watch Brand button at the top of this page to add THE PORTFOLIO ENGINEER 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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