Toucan Financial, Inc.

RIASEC Registered

Total AUM

$30M

Discretionary

$30M

100% of AUM

Avg account

$417K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 321210
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.81%
Pension & Profit Sharing Plans12.64%
Corporations / Businesses4.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Toucan Financial, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual/family and institutional clients and positions itself as a capital allocator rather than a direct fund manager. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars. Business activities also incorporate insurance brokerage and accounting services. The firm reports being an active ESG investor and uses a mix of fee arrangements (percentage of AUM, hourly, and fixed fees).