Unclaimed Profile

Kelli A Walter

VOSS CAPITAL LLC·HOUSTON, Texas

Clean recordVOSS CAPITAL LLC

3773 RICHMOND AVENUE, HOUSTON, TX 77046CRD# 5818609Firm CRD# 158929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelli A Walter · HOUSTON, TX

Registration

CRD #5818609 · VOSS CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VOSS CAPITAL, LP

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VOSS CAPITAL, LP →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5818609

Firm CRD# 158929

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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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