Big Sky Treasury Services

Broker-DealerFINRA MemberEst. 2025
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 appears in SEC records with a 2025 registration year. Public filings identify the owner type as a mix of a domestic entity and an individual and classify the adviser as unclassified. The firm is not flagged as a multi-state adviser, not identified as a related adviser, and is not listed as a pension consultant. Reported disclosures for business activities, advisory services, fee schedules and client types are not provided in the dataset, so there is little public detail about the firm’s target client segments or how it positions its services.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Richard Berthy

    Richard Berthy

    Chief Executive OfficerCRD 1341368

Contacts

3 of 3
  • Erik Dolan

    Erik Dolan

    CCOCRD 3161467

  • Lina Kurkowski

    Lina Kurkowski

    Accounts Receivable ManagerCRD 6427851

  • Paul Peltier

    Paul Peltier

    PresidentCRD 1898695

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth