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CRD#: 335519
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for BIG SKY TREASURY SERVICES Comes From

Understanding the Statistics for BIG SKY TREASURY SERVICES and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
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Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
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MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
Total
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
88 Pool Creek Road, Livingston, MT 59047
Mailing Address
88 Pool Creek Road, Livingston, MT 59047
Firm Size
Small
Phone Number
(301) 520-7549
Established
Delaware since 01/01/2025
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BIG SKY ASSOCIATES, LLCOWNER
BERTHY, RICHARD JOHNCEO1341368
DOLAN, ERIK JCCO3161467
KURKOWSKI, LINAFINOP6427851

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Advisor's working at BIG SKY TREASURY SERVICES

RB

Richard John Berthy

Richard John Berthy Mr.
RR
CRD#: 1341368
Location:
Livingston, MT 59047

Registered Affiliation(s):BIG SKY TREASURY SERVICES

Disclosures:
Experience:
41 years
ED

Erik J Dolan

Erik Joseph Dolan, Erik Dolan
RR
CRD#: 3161467
Location:
New York, NY 10016

Registered Affiliation(s):PAVE SECURITIES, LLC

Disclosures:
Experience:
27 years
PP

Paul Edward Peltier

Paul Edward P
RR
CRD#: 1898695
Location:
Livingston, MT 59047

Registered Affiliation(s):BIG SKY TREASURY SERVICES

Disclosures:
Experience:
29 years
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