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Kelli A Walter

VOSS CAPITAL LLC·HOUSTON, Texas
Unclaimed Profile
3773 RICHMOND AVENUE, HOUSTON, TX 77046CRD# 5818609Firm CRD# 158929
01

About

Kelli A Walter is a registered financial advisor based in HOUSTON, Texas, affiliated with VOSS CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
VOSS CAPITAL, LP
VOSS CAPITAL, LP
AUM
$1.2B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at VOSS CAPITAL, LP →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5818609
Firm CRD# 158929
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelli A Walter offer?
Kelli A Walter specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Kelli A Walter's credentials?
Kelli A Walter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelli A Walter located?
Kelli A Walter is based in HOUSTON, Texas, working with VOSS CAPITAL LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Kelli A Walter charge for services?
Kelli A Walter's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VOSS CAPITAL LLC?
VOSS CAPITAL LLC has approximately 8 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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