Big Sky Treasury Services
Firm details
- Headquarters
- Livingston, Montana
- CRD number
- 335519
- Registered since
- December 3, 2025
Firm profile
FINTRXOverview
Big Sky Treasury Services is organized as a limited liability company and appears on FINTRX as an SEC-registered adviser (registration year listed as 2025). Ownership is indicated as a mix of a domestic entity and an individual. The firm is categorized as unclassified in the snapshot available. The record shows several negative flags: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Core fields such as client base, fee structure, business activities and advisory services were not supplied in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Richard Berthy
Chief Executive OfficerCRD 1341368
Contacts
3 of 3
Erik Dolan
CCOCRD 3161467

Lina Kurkowski
Accounts Receivable ManagerCRD 6427851

Paul Peltier
PresidentCRD 1898695
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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