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XPOTENTIAL INC.
CRD 152793
1200 MORRIS TURNPIKE, SUITE 3005, SHORT HILLS, NJ, 07078, United States
Phone
908-273-7600
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.1M
Discretionary AUM
$89.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $3.3M |
| High net worth individuals | 38 | $64.5M |
All web addresses on file
Official SEC filing: View on IAPD