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 is identified in the source data as owned by a combination of a domestic entity and an individual. The firm's classification is listed as unclassified and its SEC registration year is shown as 2025. Data fields indicate it is not positioned as a capital allocator, is not a multi-state adviser, does not self-identify as an active ESG investor, and is not reported as a pension consultant or related adviser. The firm did not provide descriptive entries for advisory activities, business lines, client segments, or fee arrangements. The corporate name implies a focus on treasury-related services, but the dataset contains no firm-level detail about investment mandates, client types, or operating model to confirm that orientation.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

    Owner & CCOCRD 3161467

  • Paul Peltier

    Paul Peltier

    PresidentCRD 1898695

  • Lina Kurkowski

    Lina Kurkowski

    Accounts Receivable ManagerCRD 6427851

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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