$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
36 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1990
- Office Locations
- 1
Office Locations
-- Wilmington DE
About Highlands Capital Corporation
Highland Capital Corporation (HCC) is a bank-owned equipment finance company in the Valley National Bank (Nasdaq: VLY) family. From its New Jersey headquarters, it provides equipment financing solutions—particularly for healthcare and industrial markets—working with equipment manufacturers, intermediaries, and distributors to help organizations acquire critical capital equipment with competitive products and flexible terms.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
36.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
Available
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Client Personas
Available
Custodian
Available
Owner & Executives
R
RICHARD MICHAEL RICE
Executive Director, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - OTC:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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