RIA Intel›Advisers›Colorado›THE INDEX GROUP, LIMITED LIABILITY COMPANY

THE INDEX GROUP, LIMITED LIABILITY COMPANY

Advisory

N·COLORADO SPRINGS, CO

Data as of Jul 5, 2019 · Source: SEC Form ADV

Total AUM
$32M
1-Year AUM Growth
+7.5%
3-Year CAGR
+105.8%
Employees
1
Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record31
First FilingFeb 22, 2006
Latest FilingJul 5, 2019
🔒 Full AUM trend chart and 31 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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