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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BYLOVAS, LAURA, SULLIVAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BYLOVAS, LAURA, SULLIVAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BYLOVAS, LAURA, SULLIVAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLETT, DAVID, WENDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSON, LUANN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, RYAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, RYAN, MICHAEL | I | CCO | NA | |
| HICKEY, RYAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, RYAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY | NA | Control |
| MYERS, PAUL, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| POWELL, JANICE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/SECRETARY | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | CCO | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | CCO | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| WILLIS, MICHAEL, GLENN | I | PRESIDENT/OWNER | E | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY/OWNER | B | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY/OWNER | B | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY/OWNER | B | Control |
| JOHNSON, STEVEN, TODD | I | SECRETARY/OWNER | B | Control |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B | |
| STOA CAPITAL DEVELOPMENT, LLC | DE | OWNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
| JOHNSON, STEVEN, TODD | I | STOA CAPITAL DEVELOPMENT, LLC | E | Control |
Registrations
Federal
IA
Jul 3, 2019 REGISTERED
Notice Filings (1)
CO
Address
1155 KELLY JOHNSON BOULEVARDSUITE 111
COLORADO SPRINGS, CO 80920
United States
Phone: 719-884-7500