PCE Investment Bankers, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
45352
Registered since
October 7, 1998

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Melissa Holdcraft

    Melissa Holdcraft

    CoordinatorCRD 7371114

Contacts

3 of 29
  • Michael Poole

    Michael Poole

    Managing DirectorCRD 2794464

  • David Jasmund

    David Jasmund

    Managing DirectorCRD 3126887

  • Michael Rosendahl

    Michael Rosendahl

    Managing DirectorCRD 3278650

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth