Trinity Panko
Investors Mosaic · Durham, North Carolina
Trinity Panko is a fee-only financial advisor at Investors Mosaic in Durham, North Carolina. Investors Mosaic reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Investors Mosaic |
|---|---|
| Based in | Durham, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $192.1M across 164 accounts |
| SEC registration | Investment adviser representative in NC, NY, TX · CRD 7142769 |
| Exams passed | Series 66 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.investorsmosaic.com |
How Trinity's firm compares
- Investors Mosaic's average account is about $1.2 million, from its Form ADV (assets managed divided by 164 accounts).
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Questions about Trinity
Is Trinity Panko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trinity holds no broker registration, and Investors Mosaic reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trinity charge for financial advice?
Trinity's firm, Investors Mosaic, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Trinity Panko based?
Trinity Panko is based in Durham, North Carolina.
Is Trinity Panko registered with the SEC?
Yes. Trinity Panko is registered as an investment adviser representative in NC, NY and TX (CRD 7142769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investors Mosaic manage?
Investors Mosaic reports $192.1M across 164 accounts in assets under management.
How do I contact Trinity Panko?
Through Trinity's website, www.investorsmosaic.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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