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 identified in the source as a domestic entity with individual ownership. Available records do not describe client segments, fee arrangements, or specific advisory services, and the firm is not listed as a multi-state adviser, pension consultant, or related adviser. Regulatory and profile flags indicate PCE Investment Bankers, Inc. does not act as a capital allocator and is not identified as an active ESG investor. The snapshot contains no additional detail on business lines, deal types, or target industries.
Assets & Accounts
Investments & Alternatives
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
Jennifer Dodich
Marketing SpecialistCRD 6727155
Ariel Leibowitz
AssociateCRD 7765434

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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