Capital Enhancement, LLC

Capital Enhancement, LLC (CRD# 124132) is a financial advisory firm headquartered in Warren, NJ. They manage $90,256,247 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $3,924,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Capital Enhancement, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven A. Calvelli
CRD#: 1598553
25 Independence Blvd, Suite 101, Warren, NJ 07059

Steven Calvelli (CRD# 1598553) is an Investment Advisor Representative working at Capital Enhancement, LLC in Warren, NJ and has over 36 years of experience in the finance industry.

2
Robert F. O'brien
CRD#: 2442926
25 Independence Blvd, Suite 101, Warren, NJ 07059

Robert O'brien (CRD# 2442926) is an Investment Advisor Representative working at Capital Enhancement, LLC in Warren, NJ and has over 30 years of experience in the finance industry.

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