The Index Group LLC (Colorado Springs)

Name: The Index Group LLC
Address: 1155 Kelly Johnson Blvd, Colorado Springs, CO, 80920
Telephone: 719.884.7500

The Index Group LLC is an investment adviser to an investment company based in Colorado Springs. It manages $42.98 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 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 Index Group: assets under management

The assets under management (AUM) of The Index Group LLC is $42.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.98 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Index Group LLC 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.

What kind of clients Michael Glenn Willis serves?

The only and largest group of clients of Michael Glenn Willis is investment companies with 1 clients and $42.98 million of assets under management. Among the 3 most similar advisory firms, The Index Group has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $42.98 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

The Index Group doesn't advise any private funds.

Careers at The Index Group LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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 Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Glenn Willis	President/owner	1 Apr 2004	75% - 100%	2232896
Steven Todd Johnson	Secretary	1 Mar 2015	Other	6463568
Stoa Capital Development Llc	Owner	1 Mar 2015	Other	47-1119686
David Wendall Collett	Cco	1 Mar 2018	Other	2352407

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Steven Todd Johnson	Member	1 Feb 2014	75% - 100%	6463568

Based in Colorado Springs

The principal office where The Index Group LLC performs its advisory services is located at 1155 Kelly Johnson Blvd, Colorado Springs, CO 80920 The mailing address of the firm is 520 Lunalilo Home Road, Honolulu, HI 96825. 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 mt on Monday - Friday. You can find more information about the New York firm at index.fund/.