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 is classified as an investment bank. The firm has been SEC-registered since 1998 and is owned through a mix of domestic entity and individual ownership. Public filings characterize PCE as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also not designated as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Filings offer limited detail about the firm’s specific advisory or corporate business lines.
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
2 of 2JENNIFER DODICH
Marketing CoordinatorCRD 6727155
Melissa Holdcraft
CoordinatorCRD 7371114
Contacts
3 of 26Ariel Leibowitz
AssociateCRD 7765434
MICHAEL ROSENDAHL
Managing DirectorCRD 3278650
PAUL VOGT
ValuationCRD 6743443
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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