Index Asset Management, Inc. (Colorado Springs)

Index Asset Management, Inc. is an investment adviser to an investment company based in Colorado Springs. It manages $32.63 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Colorado.

Index Asset Management provides financial planning services, 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.

Index Asset Management: assets under management

The assets under management (AUM) of Index Asset Management, Inc. is $32.63 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 $32.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.44 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Index Asset Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Index Asset Management, Inc.

Index Asset Management, Inc. is owned by Steven Todd Johnson. Michael Glenn Willis has been acting as President since 1 Apr 2004. Luann Denise Hanson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Glenn Willis	President/owner	1 Apr 2004	75% - 100%	2232896
Luann Denise Hanson	Chief compliance officer	1 Jul 2007	Other	5493304
Steven Todd Johnson	Secretary/owner	1 Mar 2015	Other	6463568

Based in Colorado Springs

The principal office where Index Asset Management, Inc. performs its advisory services is located at 1155 Kelly Johnson Boulevard, Colorado Springs, CO 80920, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.