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WAVEFRONT CAPITAL MANAGEMENT, LP
WAVEFRONT CAPITAL MANAGEMENT, LP
WAVEFRONT CAPITAL
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 168746
SEC# 801-81070
415-549-0606
01
Firm Overview
AUM
$14M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at WAVEFRONT CAPITAL MANAGEMENT, LP
3 registered advisors
Craig Warren Millikin
SAN FRANCISCO, California
CFA
CRD# 2353801
Mark Griffith Adams
SAN FRANCISCO, California
CRD# 4392355
Norman Ellsworth Mains
SAN FRANCISCO, California
CRD# 1092815
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. WAVEFRONT CAPITAL MANAGEMENT, LP (CRD# 168746) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.