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).
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Total Assets Under Management84MILLION
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Total Number of Accounts52ACCOUNTS
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Average Account Value$1,619,530
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NJ, NY, TX
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.
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.
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.