Capital Enhancement, LLC
Capital Enhancement, LLC (CRD# 124132) is a financial advisory firm headquartered in Warren, NJ. They manage $78,339,300 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management78MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$3,013,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Robert O'brien (CRD# 2442926) is an Investment Advisor Representative working at Capital Enhancement, LLC in Warren, NJ and has over 23 years of experience in the finance industry. Robert O'brien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steven Calvelli (CRD# 1598553) is an Investment Advisor Representative working at Capital Enhancement, LLC in Warren, NJ and has over 30 years of experience in the finance industry.