9AT: Adviser Database

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Watchlist

	Adviser	Location	AUM	AUM Change	Private Funds	Contacts	As of Date
	ERA State {{ form.Name }}	+ {{ location.City }} {{ location.State }} {{ location.Country }} - {{ location.City }} {{ location.State }} {{ location.Country }} {{ location.City }} {{ location.State }} {{ location.Country }}	{{ (form.AUM) \| formatUSD }}	{{ form.AUMDiffPercent \| formatPercent }}	{{ form.PrivateFundsCount \| formatNumber }}	{{contact.FirstName}} {{contact.LastName}} all {{ form.Contacts[0].Count }} contacts	{{form.LastSubmissionDate \| formatDate}}

Name	Count
{{ w.Name }}	{{ w.Count }}	x

ADV Filing Date