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 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
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 30
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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