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 has been SEC-registered since 1998. FINTRX classifies the firm as an investment bank rather than a capital allocator or discretionary asset manager. Ownership is listed as a mix of a domestic entity and an individual. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. Available records do not detail the firm’s client types, fee schedules, specific advisory activities, or transactional specialties. The absence of those disclosures combined with the investment bank classification suggests the business is oriented toward advisory and transaction services (capital markets, M&A, or placement work) rather than running a traditional wealth-management or advisory book of client assets.
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
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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