PCE Investment Bankers, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
45352
Registered since
October 7, 1998

Firm profile

FINTRX

Overview

PCE Investment Bankers, Inc. is organized as a corporation and is classified as an investment bank. The firm has been SEC-registered since 1998 and is owned by a combination of a domestic entity and an individual. FINTRX flags the firm as not acting as a capital allocator and not participating as an active ESG investor. It is also not identified as a multi-state investment adviser, a pension consultant, or a related adviser. Publicly listed fields for client base, fee structure, business activities, and advisory activities were left blank in the source dataset, so there is limited detail available about the firm’s day-to-day services or target clientele beyond its investment bank classification.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Melissa Holdcraft

    Melissa Holdcraft

    CoordinatorCRD 7371114

Contacts

3 of 30
  • Michael Poole

    Michael Poole

    Managing DirectorCRD 2794464

  • David Jasmund

    David Jasmund

    Managing DirectorCRD 3126887

  • Michael Rosendahl

    Michael Rosendahl

    Managing DirectorCRD 3278650

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
200 E New England Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth