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 is listed as an SEC-registered adviser with a registration year of 2025. Ownership is described as a combination of a domestic entity and an individual. The firm is classified as unclassified in the snapshot data and is identified as neither a capital allocator nor an active ESG investor. It is not marked as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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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