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 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
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 1RICHARD BERTHY
Chief Executive OfficerCRD 1341368
Contacts
3 of 3ERIK DOLAN
CCOCRD 3161467
Lina Kurkowski
Accounts Receivable ManagerCRD 6427851
PAUL PELTIER
DirectorCRD 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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