THE INDEX GROUP, LIMITED LIABILITY COMPANY
CRD #131670 SEC #801-66358 COLORADO SPRINGS, CO 719-884-7500
SEC Registered
Total AUM
$32.3M
Discretionary
$32.3M
Employees
2
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2019 | $32.3M | $32.3M | $0 | 2 | 0 |
| Jul 2019 | $32.3M | $32.3M | $0 | 2 | 0 |
| Jul 2019 | $32.3M | $32.3M | $0 | 2 | 0 |
| Jun 2019 | $32.3M | $32.3M | $0 | 2 | 0 |
| Feb 2019 | $32.3M | $32.3M | $0 | 2 | 0 |
| Apr 2018 | $30M | $30M | $0 | 3 | 0 |
| Feb 2018 | $30M | $30M | $0 | 2 | 0 |
| Jun 2017 | $12.1M | $12.1M | $0 | 3 | 1 |
| Mar 2017 | $12.1M | $12.1M | $0 | 3 | 1 |
| Nov 2016 | $4.2M | $4.2M | $0 | 3 | 1 |
| Oct 2016 | $4.2M | $4.2M | $0 | 3 | 1 |
| Mar 2016 | $3.1M | $3.1M | $0 | 2 | 1 |
| Jul 2015 | $2.5M | $2.5M | $0 | 2 | 1 |
| Jun 2015 | $32.6M | $32.6M | $0 | 2 | 1 |
| Mar 2015 | $32.6M | $32.6M | $0 | 3 | 1 |
| Nov 2014 | $34.2M | $34.2M | $0 | 3 | 1 |
| Mar 2014 | $30M | $30M | $0 | 3 | 1 |
| Apr 2013 | $31.6M | $31.6M | $0 | 2 | 1 |
| Feb 2012 | $35M | $35M | $0 | 1 | 1 |
| Jul 2011 | $36M | $36M | $0 | 5 | -- |
| Feb 2011 | $36M | $36M | $0 | 5 | -- |
| Oct 2010 | $35M | $35M | $0 | 5 | -- |
| Oct 2010 | $35M | $35M | $0 | 5 | -- |
| Mar 2008 | $50M | $50M | $0 | 5 | -- |
| Apr 2007 | $50M | $50M | $0 | 5 | -- |
| Mar 2007 | $50M | $50M | $0 | 5 | -- |
| Dec 2006 | $50M | $50M | $0 | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
DateJul 2019
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees2
Clients0
DateApr 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$12.1M
Discretionary$12.1M
Non-Disc.$0
Employees3
Clients1
DateMar 2017
Total AUM$12.1M
Discretionary$12.1M
Non-Disc.$0
Employees3
Clients1
DateNov 2016
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees3
Clients1
DateOct 2016
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees3
Clients1
DateMar 2016
Total AUM$3.1M
Discretionary$3.1M
Non-Disc.$0
Employees2
Clients1
DateJul 2015
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees2
Clients1
DateJun 2015
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees2
Clients1
DateMar 2015
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees3
Clients1
DateNov 2014
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees3
Clients1
DateMar 2014
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees3
Clients1
DateApr 2013
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees2
Clients1
DateFeb 2012
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees1
Clients1
DateJul 2011
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--