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 shows an SEC registration date of 2025. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the available records, and there is minimal public disclosure about its business lines or client focus. The firm appears to have a narrow operational profile based on reporting 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. No information was provided about its advisory activities, fee structure, or target client segments.

Assets & Accounts

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

    Chief Executive OfficerCRD 1341368

Contacts

3 of 3
  • ERIK DOLAN

    CCOCRD 3161467

  • Lina Kurkowski

    Accounts Receivable ManagerCRD 6427851

  • PAUL PELTIER

    DirectorCRD 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth