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 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
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
Similar firms
D.A. Davidson & Co
Broker-DealerGreat Falls, MT
Destra Capital Investments LLC
Broker-DealerBozeman, MT
S.G. Long & Company
Broker-DealerMissoula, MT
Star Mountain Advisors, LLC
Broker-DealerNew York, NY
Simplex Trading, LLC
Broker-DealerChicago, IL
Tc2000 Brokerage, Inc.
Broker-DealerWilmington, NC