Wavefront Capital

Wavefront Capital (CRD# 168746) is a financial advisory firm headquartered in San Francisco, CA. They manage $18,741,579 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $4,685,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment 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.

CA

Financial Advisors at Wavefront Capital
Showing 1 - 3 of 3 top financial advisors.
1
Craig W. Millikin
CRD#: 2353801
301 Battery St., Suite 400, San Francisco, CA 94111
96
Wealthminder
score

Craig Millikin (CRD# 2353801) is an Investment Advisor Representative working at Wavefront Capital in San Francisco, CA and has over 15 years of experience in the finance industry.

2
Michael N. Loukas
CRD#: 2707992
301 Battery St., Suite 400, San Francisco, CA 94111
93
Wealthminder
score

Michael Loukas (CRD# 2707992) is an Investment Advisor Representative working at Wavefront Capital in San Francisco, CA and has over 20 years of experience in the finance industry.

3
Mark G. Adams
CRD#: 4392355
301 Battery St., Suite 400, San Francisco, CA 94111
90
Wealthminder
score

Mark Adams (CRD# 4392355) is an Investment Advisor Representative working at Wavefront Capital in San Francisco, CA and has 1 year of experience in the finance industry.

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