Xpotential Inc.

Xpotential Inc. (CRD# 152793) is a financial advisory firm headquartered in New Providence, NJ. They manage $16,000,000 in 31 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $516,129
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

NJ, NY, TX

Financial Advisors at Xpotential Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Daniel J. O'donnell
CRD#: 5748535
121 Chanlon Road, G10, New Providence, NJ 07974
96
Wealthminder
score

Daniel O'donnell (CRD# 5748535) is an Investment Advisor Representative working at Xpotential Inc. in New Providence, NJ and has over 6 years of experience in the finance industry.

2
Vincent J. Schott
CRD#: 5748536
121 Chanlon Road, G10, New Providence, NJ 07974
93
Wealthminder
score

Vincent Schott (CRD# 5748536) is an Investment Advisor Representative working at Xpotential Inc. in New Providence, NJ and has over 6 years of experience in the finance industry.

3
James Lovas
CRD#: 6457957
121 Chanlon Rd Ste G10, New Providence, NJ 07974
88
Wealthminder
score

James Lovas (CRD# 6457957) is an Investment Advisor Representative working at Xpotential Inc. in New Providence, NJ and has 1 year of experience in the finance industry.

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