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 identified in public records as a domestic entity with individual ownership. The firm has provided very limited disclosure about its operations: there are no published descriptions of its advisory activities, client segments, fee arrangements, or broader business activities in the available dataset. The firm’s profile includes several negative flags rather than affirmative program details — it is not listed as a capital allocator, it does not identify as an active ESG investor, and it is not recorded as a multi-state or newly formed adviser. It also does not report pension consulting activity or a related-adviser relationship. No activities or affiliations were supplied.
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
Contacts
3 of 4
Erik Dolan
Owner & CCOCRD 3161467

Richard Berthy
ChairmanCRD 1341368

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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