TOUCAN FINANCIAL, INC.

TOUCAN FINANCIAL, INC. is an SEC-registered investment adviser (CRD 321210). Regulatory assets under management: $30.0M.

Registration

• CRD: 321210
• Type: Registered investment adviser
• Phone: (980) 999-2625
• Latest filing: 2026-04-28
• Regulatory AUM: $30.0M
• Discretionary AUM: $30.0M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321210 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search