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David Wendall Collett

THE INDEX GROUP LLC·COLORADO SPRINGS, Colorado
Unclaimed Profile
1155 KELLY JOHNSON BLVD, COLORADO SPRINGS, CO 80920CRD# 2352407Firm CRD# 305171
01

About

David Wendall Collett is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with THE INDEX GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
ONEFUND, LLC
ONEFUND, LLC
AUM
$106M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ONEFUND, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2352407
Firm CRD# 305171
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Wendall Collett offer?
David Wendall Collett specializes in Investment Management, Fee-Only Advisory. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are David Wendall Collett's credentials?
David Wendall Collett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Wendall Collett located?
David Wendall Collett is based in COLORADO SPRINGS, Colorado, working with THE INDEX GROUP LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does David Wendall Collett charge for services?
David Wendall Collett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE INDEX GROUP LLC?
THE INDEX GROUP LLC has approximately 2 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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