Big Sky Treasury Services

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Livingston, Montana
CRD number
335519
Registered since
December 3, 2025

Firm profile

FINTRX

Overview

Big Sky Treasury Services is organized as a limited liability company and is identified in public records as a domestic entity with individual ownership. The firm has provided very limited disclosure about its operations: there are no published descriptions of its advisory activities, client segments, fee arrangements, or broader business activities in the available dataset. The firm’s profile includes several negative flags rather than affirmative program details — it is not listed as a capital allocator, it does not identify as an active ESG investor, and it is not recorded as a multi-state or newly formed adviser. It also does not report pension consulting activity or a related-adviser relationship. No activities or affiliations were supplied.

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

Contacts

3 of 4
  • Erik Dolan

    Erik Dolan

    Owner & CCOCRD 3161467

  • Richard Berthy

    Richard Berthy

    ChairmanCRD 1341368

  • Paul Peltier

    Paul Peltier

    PresidentCRD 1898695

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Livingston, MT

Park

Location

Livingston, MT

Headquartered in Livingston, MT, in the West of the United States.

Region
West
County
Park
Address
88 Pool Creek Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth