Xpotential Inc.

Xpotential Inc. (CRD# 152793) is a financial advisory firm headquartered in New Providence, NJ. They manage $84,215,539 in 52 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
121 Chanlon Road, Suite 321, New Providence, NJ 07974
http://www.xpotential.com
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $1,619,530
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
  • Pension consulting services
Types of Clients
Registered States
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
James Lovas, financial advisor New Providence NJ
James Lovas
CRD#: 6457957
121 Chanlon Rd Ste G321, New Providence, NJ 07974

James Lovas (CRD# 6457957) is an Investment Advisor Representative working at Xpotential Inc. in New Providence, NJ and has over 8 years of experience in the finance industry.

2
Daniel O'donnell, financial advisor New Providence NJ
Daniel J. O'donnell
CRD#: 5748535
121 Chanlon Road, Suite 321, New Providence, NJ 07974

Daniel O'donnell (CRD# 5748535) is an Investment Advisor Representative working at Xpotential Inc. in New Providence, NJ and has over 14 years of experience in the finance industry.

3
Vincent Schott, financial advisor New Providence NJ
Vincent J. Schott
CRD#: 5748536
121 Chanlon Road, Suite 321, New Providence, NJ 07974

Vincent Schott (CRD# 5748536) is an Investment Advisor Representative working at Xpotential Inc. in New Providence, NJ and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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