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 16 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 21 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.