The Index Group, Inc.

The Index Group, Inc. (CRD# 131670) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $3,063,401 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at The Index Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
Michael G. Willis
CRD#: 2232896
1155 Kelly Johnson Boulevard, Suite 111, Colorado Springs, CO 80920

Michael Willis (CRD# 2232896) is an Investment Advisor Representative working at The Index Group, Inc. in Colorado Springs, CO and has over 25 years of experience in the finance industry.

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