PCE Investment Bankers, Inc.
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 45352
- Registered since
- October 7, 1998
- Website
- www.pcecompanies.com
Firm profile
FINTRXOverview
PCE Investment Bankers, Inc. is organized as a corporation and classifies itself as an investment bank. Its ownership is listed as a combination of a domestic entity and an individual. The firm does not report serving as a capital allocator and is not identified as an active ESG investor. Available metadata contains few details about product lines, advisory activities, fee schedules or client types. Several adviser-related flags are negative (including multi-state adviser and pension consultant), which, together with the lack of disclosed advisory activity, indicates the firm’s primary role is transactional or corporate finance rather than discretionary asset management.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Melissa Holdcraft
CoordinatorCRD 7371114
Contacts
3 of 29
Michael Poole
Managing DirectorCRD 2794464

David Jasmund
Managing DirectorCRD 3126887

Michael Rosendahl
Managing DirectorCRD 3278650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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