The Index Group, Limited Liability Company is an investment adviser to an investment company based in Colorado Springs. It manages $32.26 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Colorado.
The Index Group, Limited Liability Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Index Group, Limited Liability Company is $32.26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay The Index Group, Limited Liability Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Michael Glenn Willis is investment companies with 1 clients and $32.26 million of assets under management. Among the 1 most similar advisory firms, The Index Group, Limited Liability Company has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $32.26 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
The Index Group, Limited Liability Company doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Glenn Willis has been acting as President since 1 Apr 2004. David Wendall Collett joined the executive team most recently as the Chief Financial Officer.
The principal office where The Index Group, Limited Liability Company performs its advisory services is located at 1155 Kelly Johnson Boulevard, Colorado Springs, CO 80920, which is also the mailing address of the firm. An additional office of the firm is in Honolulu, HI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 719-884-7500. The normal business hours are 8:00 am - 4:00 pm mst on Monday - Friday. You can find more information about the New York firm at index.fund/.